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
276
$11.8M 0.08%
107,525
+6,374
277
$11.7M 0.08%
119,271
+34,875
278
$11.5M 0.08%
321,711
+21,601
279
$11.5M 0.08%
291,577
-42,596
280
$11.5M 0.08%
1,034,519
-54,036
281
$11.4M 0.08%
833,703
-70,659
282
$11.3M 0.08%
143,401
-11,551
283
$11.2M 0.08%
44,069
+203
284
$11.1M 0.08%
162,936
+19,893
285
$11.1M 0.08%
19,252
+1,220
286
$10.7M 0.07%
154,347
+7,319
287
$10.4M 0.07%
603,571
+125,035
288
$10.3M 0.07%
238,600
-4,338
289
$10.2M 0.07%
154,642
-57,020
290
$10M 0.07%
199,176
+34,745
291
$9.94M 0.07%
81,222
-2,098
292
$9.93M 0.07%
53,280
+563
293
$9.92M 0.07%
201,047
-46,120
294
$9.85M 0.07%
190,268
-845
295
$9.81M 0.07%
239,816
+2,842
296
$9.79M 0.07%
191,568
+15,438
297
$9.79M 0.07%
244,604
-1,154
298
$9.73M 0.07%
333,046
-177,367
299
$9.71M 0.07%
157,544
+3,001
300
$9.64M 0.07%
131,129
+13,229
10 11
12
13 14