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
251
$9.16M 0.08%
178,633
+612
252
$9.15M 0.08%
424,752
+194
253
$9.15M 0.08%
452,799
+6,198
254
$9.1M 0.08%
295,816
+71,338
255
$9.1M 0.08%
66,179
-15,978
256
$9.06M 0.08%
93,939
+22,323
257
$9.05M 0.08%
171,283
+2,020
258
$9.01M 0.08%
+400,286
259
$8.97M 0.08%
75,574
-1,385
260
$8.93M 0.08%
166,771
-759
261
$8.76M 0.08%
162,557
-1,388
262
$8.76M 0.08%
90,225
-11,683
263
$8.76M 0.08%
165,945
+14,319
264
$8.74M 0.08%
252,759
-665,204
265
$8.73M 0.08%
107,467
+4,596
266
$8.69M 0.08%
413,868
+714
267
$8.59M 0.08%
238,978
-764
268
$8.49M 0.08%
+826,161
269
$8.42M 0.08%
120,016
-10,290
270
$8.42M 0.08%
311,812
+84,801
271
$8.36M 0.07%
180,147
-2,584
272
$8.25M 0.07%
107,084
+21,243
273
$8.21M 0.07%
232,912
-2,899
274
$8.19M 0.07%
101,571
-58,132
275
$8.11M 0.07%
261,054
-18,950
9 10
11
12 13