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
276
$11.1M 0.08%
471,530
-33,380
277
$11.1M 0.08%
18,032
+298
278
$11.1M 0.08%
71,750
+4,142
279
$10.8M 0.08%
65,723
+8,870
280
$10.7M 0.08%
199,624
+6,334
281
$10.6M 0.07%
242,938
+16,778
282
$10.6M 0.07%
408,559
-30,604
283
$10.3M 0.07%
274,534
-25,027
284
$10.3M 0.07%
345,756
+10,098
285
$10.2M 0.07%
101,151
-232,873
286
$10.2M 0.07%
300,110
-75,806
287
$10.1M 0.07%
69,687
+6,362
288
$9.96M 0.07%
+236,481
289
$9.85M 0.07%
146,139
+107,985
290
$9.85M 0.07%
245,758
-36,777
291
$9.68M 0.07%
426,462
-78,466
292
$9.64M 0.07%
143,043
+22,459
293
$9.61M 0.07%
236,974
+4,206
294
$9.51M 0.07%
432,788
+29,313
295
$9.45M 0.07%
125,222
-71,535
296
$9.38M 0.07%
147,028
+1,677
297
$9.32M 0.07%
33,193
+1,240
298
$9.25M 0.07%
191,113
-34,736
299
$9.24M 0.07%
126,186
+881
300
$9.23M 0.07%
182,734
+119,497
10 11
12
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