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
$14.7B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,341
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$35.6M
3
+$33M
4
BWXT icon
BWX Technologies
BWXT
+$33M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$28.5M

Top Sells

1
+$64.6M
2
+$50.3M
3
+$43.7M
4
KDP icon
Keurig Dr Pepper
KDP
+$43M
5
LULU icon
lululemon athletica
LULU
+$40M

Sector Composition

1 Technology 15.98%
2 Healthcare 10.96%
3 Industrials 10.89%
4 Financials 9.57%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15.4M 0.1%
167,966
-7,713
227
$15.4M 0.1%
322,304
+146,420
228
$15.3M 0.1%
144,213
-1,650
229
$15.2M 0.1%
122,238
-6,217
230
$15.2M 0.1%
222,571
-7,391
231
$15.1M 0.1%
190,607
-2,329
232
$14.8M 0.1%
302,864
+44,341
233
$14.7M 0.1%
62,681
+403
234
$14.6M 0.1%
49,781
+245
235
$14.6M 0.1%
2,462,480
+97,440
236
$14.6M 0.1%
192,042
+45,903
237
$14.6M 0.1%
644,770
+6,682
238
$14.6M 0.1%
49,251
+3,549
239
$14.5M 0.1%
286,359
+55,805
240
$14.4M 0.1%
106,135
+20
241
$14.2M 0.1%
176,191
+23,456
242
$14.1M 0.1%
169,364
-4,075
243
$14.1M 0.1%
265,504
+65,880
244
$14M 0.1%
327,154
-58,622
245
$13.9M 0.09%
181,699
+21,246
246
$13.9M 0.09%
292,792
-55,172
247
$13.7M 0.09%
147,428
+131,519
248
$13.6M 0.09%
404,554
-4,005
249
$13.5M 0.09%
158,528
-29,808
250
$13.5M 0.09%
65,101
+2,282
8 9
10
11 12