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
301
$9.2M 0.06%
67,256
-3,414
302
$9.2M 0.06%
176,130
+18,241
303
$9.2M 0.06%
26,345
+1,090
304
$9.14M 0.06%
126,144
+10,605
305
$9.12M 0.06%
164,063
+56,535
306
$9.02M 0.06%
293,495
+91,526
307
$9M 0.06%
257,836
+195,656
308
$8.96M 0.06%
264,289
-11,085
309
$8.95M 0.06%
214,588
-5,613
310
$8.83M 0.06%
153,082
+23,231
311
$8.82M 0.06%
103,955
-18,795
312
$8.82M 0.06%
43,866
+969
313
$8.77M 0.06%
109,739
+19,980
314
$8.74M 0.06%
172,917
+42,358
315
$8.68M 0.06%
426,239
-40,689
316
$8.68M 0.06%
113,563
-1,129
317
$8.56M 0.06%
164,431
+2,661
318
$8.55M 0.06%
117,900
+7,268
319
$8.48M 0.06%
154,753
+7,235
320
$8.46M 0.06%
180,251
-21,339
321
$8.44M 0.06%
115,402
+1,611
322
$8.43M 0.06%
497,110
+7,235
323
$8.42M 0.06%
128,459
+4,374
324
$8.41M 0.06%
208,524
-5,215
325
$8.2M 0.06%
175,884
+2,357
11 12
13
14 15