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
276
$8.05M 0.07%
108,460
-2,153
277
$8.02M 0.07%
95,602
-4,003
278
$7.99M 0.07%
63,846
-473
279
$7.97M 0.07%
413,211
-43,161
280
$7.79M 0.07%
294,630
+22,384
281
$7.79M 0.07%
61,601
+157
282
$7.78M 0.07%
86,852
+2,612
283
$7.76M 0.07%
503,158
-6,009
284
$7.75M 0.07%
57,192
-18,061
285
$7.72M 0.07%
75,644
-4,758
286
$7.6M 0.07%
93,159
-1,404
287
$7.6M 0.07%
232,867
-1,803
288
$7.57M 0.07%
+934,875
289
$7.56M 0.07%
331,580
+9,628
290
$7.53M 0.07%
55,334
-268
291
$7.49M 0.07%
96,393
+2,447
292
$7.46M 0.07%
115,760
+12,183
293
$7.46M 0.07%
277,558
-46,070
294
$7.43M 0.07%
197,079
-17,557
295
$7.39M 0.07%
141,029
-4,659
296
$7.39M 0.07%
143,363
+910
297
$7.37M 0.07%
14,034
+620
298
$7.35M 0.07%
255,348
+213
299
$7.34M 0.07%
155,440
+41,514
300
$7.29M 0.07%
108,865
-5,439
10 11
12
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