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
1601
$229K ﹤0.01%
9,781
+34
1602
$228K ﹤0.01%
12,951
-8,412
1603
$228K ﹤0.01%
2,963
+330
1604
$228K ﹤0.01%
1,814
1605
$227K ﹤0.01%
14,461
-3,783
1606
$227K ﹤0.01%
+1,977
1607
$227K ﹤0.01%
3,590
1608
$226K ﹤0.01%
5,044
-124
1609
$224K ﹤0.01%
4,149
-6
1610
$222K ﹤0.01%
+3,103
1611
$222K ﹤0.01%
+33,259
1612
$222K ﹤0.01%
+4,529
1613
$222K ﹤0.01%
3,012
1614
$221K ﹤0.01%
1,908
-50
1615
$221K ﹤0.01%
+2,784
1616
$220K ﹤0.01%
+2,005
1617
$219K ﹤0.01%
20,308
-5,375
1618
$219K ﹤0.01%
30,186
+884
1619
$218K ﹤0.01%
+5,748
1620
$217K ﹤0.01%
+14,394
1621
$216K ﹤0.01%
3,953
+344
1622
$216K ﹤0.01%
8,498
-1,799
1623
$215K ﹤0.01%
12,527
-203
1624
$214K ﹤0.01%
+11,208
1625
$214K ﹤0.01%
14,629
63 64
65
66 67