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
251
$13.4M 0.09%
235,865
-2,769
252
$13.3M 0.09%
120,879
+588
253
$13.1M 0.09%
77,582
+889
254
$13M 0.09%
217,140
+19,124
255
$13M 0.09%
293,832
+11,220
256
$13M 0.09%
413,001
+5,263
257
$12.9M 0.09%
215,238
+6,714
258
$12.8M 0.09%
298,309
+23,775
259
$12.8M 0.09%
126,154
+4,607
260
$12.8M 0.09%
133,108
+9,798
261
$12.7M 0.09%
522,300
+50,770
262
$12.6M 0.09%
137,855
-2,568
263
$12.6M 0.09%
212,840
+7,013
264
$12.5M 0.09%
207,178
+54,096
265
$12.5M 0.09%
216,104
+6,308
266
$12.5M 0.08%
71,001
+5,278
267
$12.4M 0.08%
401,079
-17,834
268
$12.3M 0.08%
78,066
+8,379
269
$12.3M 0.08%
78,304
+6,554
270
$12.1M 0.08%
166,335
+37,876
271
$12.1M 0.08%
62,554
-128
272
$12M 0.08%
191,865
+7,402
273
$12M 0.08%
184,222
+480
274
$12M 0.08%
160,081
+5,684
275
$11.9M 0.08%
100,580
-11,594
9 10
11
12 13