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
$11.2B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,264
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$42.4M
3
+$37.4M
4
OLLI icon
Ollie's Bargain Outlet
OLLI
+$28M
5
FRC
First Republic Bank
FRC
+$25.9M

Top Sells

1
+$39.6M
2
+$39.6M
3
+$39.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35.8M
5
NTRS icon
Northern Trust
NTRS
+$33.1M

Sector Composition

1 Technology 15.22%
2 Healthcare 12.41%
3 Industrials 10.61%
4 Consumer Discretionary 9.62%
5 Financials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.2M 0.09%
344,954
+292
227
$10.2M 0.09%
159,603
-10,173
228
$10.1M 0.09%
88,186
+11,680
229
$10.1M 0.09%
153,641
+4,006
230
$10M 0.09%
117,982
-10,972
231
$10M 0.09%
185,998
+122,971
232
$9.91M 0.09%
279,524
+2,217
233
$9.88M 0.09%
101,830
-3,831
234
$9.87M 0.09%
181,604
-285
235
$9.85M 0.09%
309,931
+2,209
236
$9.81M 0.09%
236,406
-4,975
237
$9.78M 0.09%
228,721
-36,690
238
$9.77M 0.09%
188,646
+205
239
$9.75M 0.09%
83,748
-833
240
$9.74M 0.09%
144,766
+7,064
241
$9.69M 0.09%
77,134
+32,482
242
$9.67M 0.09%
120,512
+1,260
243
$9.67M 0.09%
733,871
+32,418
244
$9.64M 0.09%
76,161
+39,781
245
$9.62M 0.09%
251,118
+2,784
246
$9.48M 0.08%
59,619
-161
247
$9.41M 0.08%
237,753
-53,626
248
$9.41M 0.08%
97,307
+5,565
249
$9.3M 0.08%
128,785
+11,296
250
$9.28M 0.08%
187,789
+582
8 9
10
11 12