Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $57B
1-Year Est. Return 20.87%
This Quarter Est. Return
1 Year Est. Return
+20.87%
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
1
$883M 4.03%
5,600,043
-219,029
2
$830M 3.79%
13,062,868
-986,096
3
$447M 2.04%
4,964,359
+156,066
4
$399M 1.82%
2,182,057
+222,899
5
$398M 1.82%
3,035,270
+63,690
6
$360M 1.65%
1,929,327
+72,621
7
$352M 1.61%
3,647,887
+258,740
8
$347M 1.58%
10,407,086
-641,698
9
$329M 1.5%
2,183,151
+28,171
10
$307M 1.4%
3,095,086
-30,851
11
$288M 1.31%
4,945,320
+54,260
12
$260M 1.19%
6,021,370
-407,351
13
$245M 1.12%
6,229,970
+46,938
14
$221M 1.01%
2,895,592
-13,793
15
$220M 1.01%
2,982,706
+403,518
16
$213M 0.97%
2,180,500
+414,260
17
$203M 0.93%
857,769
+275,849
18
$189M 0.86%
6,100,397
+679,229
19
$183M 0.84%
1,296,778
-28,994
20
$177M 0.81%
11,310,280
-296,518
21
$165M 0.75%
8,223,375
+324,360
22
$165M 0.75%
3,062,381
+50,703
23
$162M 0.74%
1,469,360
+15,673
24
$156M 0.71%
4,538,446
-426,816
25
$156M 0.71%
+1,409,591
1
2 3 4 5