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
251
$12.5M 0.09%
407,738
-11,175
252
$12.5M 0.09%
247,167
-8,327
253
$12.5M 0.09%
49,536
+581
254
$12.5M 0.09%
904,362
+163,657
255
$12.5M 0.09%
120,291
+3,049
256
$12.5M 0.09%
561,735
-3,425
257
$12.5M 0.09%
154,952
+7,868
258
$12.3M 0.09%
76,693
-5,626
259
$12.3M 0.09%
154,397
+18,406
260
$12.3M 0.09%
121,547
-3,850
261
$12.1M 0.09%
334,173
+17,807
262
$12.1M 0.08%
1,088,555
-484,024
263
$12M 0.08%
184,463
+18,160
264
$12M 0.08%
205,827
+5,147
265
$12M 0.08%
230,554
+30,627
266
$11.9M 0.08%
140,423
+28,369
267
$11.9M 0.08%
156,333
+14,598
268
$11.6M 0.08%
285,268
-14,496
269
$11.6M 0.08%
52,717
+7,716
270
$11.6M 0.08%
83,320
-10,463
271
$11.4M 0.08%
378,474
-25,674
272
$11.2M 0.08%
123,310
+9,343
273
$11.2M 0.08%
+282,612
274
$11.2M 0.08%
160,453
-10,102
275
$11.2M 0.08%
209,796
+5,962
9 10
11
12 13