Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.9B
AUM Growth
-$5.96B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,605
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$65.3M
3
+$59.2M
4
GNRC icon
Generac Holdings
GNRC
+$41.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$40.8M

Top Sells

1
+$69.8M
2
+$62.7M
3
+$47.3M
4
BWXT icon
BWX Technologies
BWXT
+$45.9M
5
ANET icon
Arista Networks
ANET
+$41.2M

Sector Composition

1 Technology 17.73%
2 Healthcare 11.52%
3 Financials 11.24%
4 Industrials 9.67%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$37.8M 0.17%
295,368
+10
152
$37.7M 0.17%
396,408
+393,413
153
$37.3M 0.17%
1,043,956
+910,797
154
$37.1M 0.17%
519,757
-29,576
155
$37M 0.17%
267,013
-14,668
156
$36.9M 0.17%
796,261
+792,566
157
$36.8M 0.17%
317,097
+43,895
158
$36.7M 0.17%
541,922
+32,589
159
$36.2M 0.17%
2,131,867
+69,538
160
$35.7M 0.16%
126,027
-7,266
161
$35.1M 0.16%
469,488
-45,791
162
$35.1M 0.16%
143,014
-52,295
163
$34.6M 0.16%
492,167
-27,250
164
$34.6M 0.16%
715,372
-287,830
165
$34.3M 0.16%
424,288
-6,633
166
$34.2M 0.16%
576,510
-217,926
167
$33.7M 0.15%
190,548
-394,051
168
$33.3M 0.15%
670,010
+16,355
169
$33M 0.15%
250,829
+45,789
170
$32.8M 0.15%
344,865
+7,497
171
$32.5M 0.15%
96,177
+2,258
172
$32.3M 0.15%
304,863
+22,518
173
$31.9M 0.15%
514,535
-60,212
174
$31.9M 0.15%
848,467
+143,392
175
$31.6M 0.14%
662,258
-41,431
5 6
7
8 9