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
326
$6.28M 0.06%
103,139
+374
327
$6.26M 0.06%
78,165
+3,685
328
$6.23M 0.06%
66,270
-89
329
$6.14M 0.06%
128,738
+35,397
330
$6.06M 0.05%
27,037
-136
331
$6.03M 0.05%
136,082
+392
332
$5.97M 0.05%
89,373
+214
333
$5.84M 0.05%
77,993
-38,791
334
$5.8M 0.05%
77,727
+450
335
$5.8M 0.05%
127,752
-10,262
336
$5.8M 0.05%
305,603
+125
337
$5.79M 0.05%
72,899
+29,731
338
$5.76M 0.05%
197,474
+128,460
339
$5.74M 0.05%
75,442
+828
340
$5.74M 0.05%
51,298
-30,148
341
$5.73M 0.05%
411,996
+1,959
342
$5.68M 0.05%
88,947
-2,307
343
$5.63M 0.05%
245,969
-34,495
344
$5.61M 0.05%
122,532
+5,981
345
$5.55M 0.05%
240,327
-1,714,389
346
$5.51M 0.05%
255,772
+27,313
347
$5.5M 0.05%
134,254
-53,793
348
$5.5M 0.05%
72,888
-4,278
349
$5.45M 0.05%
41,359
+3,367
350
$5.44M 0.05%
118,181
+7,823
12 13
14
15 16