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
201
$26.1M 0.12%
1,054,432
-59,389
202
$26M 0.12%
244,332
+67,104
203
$25.8M 0.12%
810,672
-46,789
204
$25.2M 0.12%
2,582,085
-16,255
205
$25M 0.11%
+408,953
206
$25M 0.11%
174,587
+43,260
207
$24.9M 0.11%
179,219
+36,098
208
$24.8M 0.11%
547,161
-17,101
209
$24.7M 0.11%
339,001
-24,574
210
$23.8M 0.11%
269,089
+70,301
211
$23.6M 0.11%
263,371
-1,892
212
$23.4M 0.11%
225,842
+18,349
213
$23.3M 0.11%
487,588
-316,151
214
$22.9M 0.1%
263,828
+19,231
215
$22.8M 0.1%
3,461,360
-628,840
216
$22.6M 0.1%
411,723
+88,205
217
$22.5M 0.1%
1,048,804
-127,863
218
$22.5M 0.1%
317,877
+35,998
219
$22.1M 0.1%
978,485
-107,311
220
$22M 0.1%
338,489
-603,821
221
$21.8M 0.1%
217,668
-10,842
222
$21.7M 0.1%
477,948
+154,529
223
$21.6M 0.1%
524,100
+14,796
224
$21.6M 0.1%
365,216
-67,077
225
$21.6M 0.1%
305,218
-35,026
7 8
9
10 11