Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$35.7B
AUM Growth
+$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,753
New
Increased
Reduced
Closed

Top Buys

1 +$45.4M
2 +$38.6M
3 +$31.7M
4
FISV
Fiserv Inc
FISV
+$31.3M
5
ETSY icon
Etsy
ETSY
+$30.8M

Top Sells

1 +$64.1M
2 +$44.3M
3 +$39.4M
4
BURL icon
Burlington
BURL
+$38.2M
5
CABO icon
Cable One
CABO
+$36.6M

Sector Composition

1 Technology 17.88%
2 Financials 12.19%
3 Healthcare 10.95%
4 Industrials 9.6%
5 Consumer Discretionary 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$249K ﹤0.01%
+1,081
1577
$249K ﹤0.01%
5,300
1578
$249K ﹤0.01%
6,451
1579
$249K ﹤0.01%
+9,709
1580
$247K ﹤0.01%
+24,100
1581
$246K ﹤0.01%
8,827
-480
1582
$246K ﹤0.01%
9,175
-888
1583
$245K ﹤0.01%
3,501
-214
1584
$245K ﹤0.01%
6,394
1585
$244K ﹤0.01%
1,000
1586
$242K ﹤0.01%
11,212
1587
$240K ﹤0.01%
+3,751
1588
$238K ﹤0.01%
3,904
+71
1589
$238K ﹤0.01%
9,272
+173
1590
$237K ﹤0.01%
+23,200
1591
$237K ﹤0.01%
+387
1592
$237K ﹤0.01%
2,835
+82
1593
$236K ﹤0.01%
13,012
1594
$235K ﹤0.01%
+564
1595
$232K ﹤0.01%
38,230
+2,112
1596
$232K ﹤0.01%
7,325
-34,561
1597
$232K ﹤0.01%
5,948
-14,736
1598
$232K ﹤0.01%
2,527
-240
1599
$230K ﹤0.01%
1,056
-90
1600
$229K ﹤0.01%
+9,240