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
$14.2B
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,339
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$37.1M
3
+$25.7M
4
LW icon
Lamb Weston
LW
+$25.4M
5
LFUS icon
Littelfuse
LFUS
+$24.7M

Top Sells

1
+$63.2M
2
+$42.1M
3
+$36.2M
4
PEP icon
PepsiCo
PEP
+$29.5M
5
BLKB icon
Blackbaud
BLKB
+$28.6M

Sector Composition

1 Technology 16.54%
2 Healthcare 10.91%
3 Industrials 10.51%
4 Financials 9.6%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.6M 0.1%
188,336
-70,702
227
$14.5M 0.1%
173,439
+1,069
228
$14.2M 0.1%
188,240
+1,376
229
$14.2M 0.1%
347,964
+33,428
230
$14.1M 0.1%
112,174
+17,534
231
$14.1M 0.1%
258,523
-51,966
232
$14.1M 0.1%
258,227
+50,012
233
$14M 0.1%
103,392
+6,661
234
$13.9M 0.1%
211,662
+3,907
235
$13.8M 0.1%
229,962
+23,856
236
$13.8M 0.1%
199,494
-18,904
237
$13.7M 0.1%
124,910
+12,209
238
$13.7M 0.1%
2,365,040
+508,920
239
$13.5M 0.1%
62,682
+1,908
240
$13.5M 0.1%
128,455
+7,019
241
$13.3M 0.09%
418,913
-578,981
242
$13.3M 0.09%
211,601
+28,322
243
$13.3M 0.09%
183,742
-1,387
244
$13.2M 0.09%
62,278
+8,538
245
$13M 0.09%
107,732
+14,588
246
$13M 0.09%
356,286
+4,677
247
$13M 0.09%
62,819
-297
248
$13M 0.09%
198,016
+17,050
249
$12.9M 0.09%
233,949
+28,691
250
$12.6M 0.09%
133,722
-7,707
8 9
10
11 12