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
1651
$175K ﹤0.01%
12,605
1652
$168K ﹤0.01%
16,685
-342
1653
$165K ﹤0.01%
29,000
1654
$165K ﹤0.01%
+12,169
1655
$164K ﹤0.01%
1,041
+14
1656
$164K ﹤0.01%
13,900
-1
1657
$156K ﹤0.01%
23,400
-2,082
1658
$153K ﹤0.01%
+16,287
1659
$152K ﹤0.01%
2,589
+471
1660
$151K ﹤0.01%
12,750
1661
$148K ﹤0.01%
12,525
-4,000
1662
$148K ﹤0.01%
10,652
1663
$147K ﹤0.01%
10,000
-350
1664
$141K ﹤0.01%
13,253
+1,368
1665
$138K ﹤0.01%
10,000
1666
$134K ﹤0.01%
12,050
1667
$134K ﹤0.01%
+12,531
1668
$129K ﹤0.01%
4,399
+1,043
1669
$118K ﹤0.01%
18,172
-135,663
1670
$115K ﹤0.01%
10,000
1671
$99K ﹤0.01%
+10,371
1672
$98K ﹤0.01%
+3,765
1673
$95K ﹤0.01%
16,833
-800
1674
$85K ﹤0.01%
11,830
+284
1675
$67K ﹤0.01%
38,707
65 66
67
68 69