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
301
$7.25M 0.06%
57,673
-4,740
302
$7.13M 0.06%
212,047
+479
303
$7.13M 0.06%
123,099
+57
304
$7.13M 0.06%
100,709
-10,747
305
$7.1M 0.06%
+256,931
306
$7.05M 0.06%
162,281
-55,784
307
$7.05M 0.06%
239,295
-749
308
$7.03M 0.06%
80,228
+41,485
309
$6.97M 0.06%
53,817
+4,372
310
$6.92M 0.06%
57,312
+3,140
311
$6.89M 0.06%
399,260
+51,600
312
$6.84M 0.06%
368,569
+9,121
313
$6.84M 0.06%
163,731
+53
314
$6.8M 0.06%
16,923
-4,473
315
$6.8M 0.06%
139,206
+29,306
316
$6.72M 0.06%
75,088
-8,946
317
$6.58M 0.06%
417,419
+54,660
318
$6.57M 0.06%
137,622
-31,424
319
$6.56M 0.06%
161,505
+5,896
320
$6.54M 0.06%
240,213
+33,012
321
$6.5M 0.06%
31,393
+1,711
322
$6.4M 0.06%
175,131
+7,379
323
$6.37M 0.06%
41,041
-546
324
$6.34M 0.06%
234,682
-17,113
325
$6.32M 0.06%
119,549
+11,094
11 12
13
14 15