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
326
$8.12M 0.06%
148,268
+5,620
327
$8.05M 0.06%
281,436
+45,728
328
$8.03M 0.06%
84,396
-63,329
329
$7.96M 0.06%
201,139
-14,324
330
$7.89M 0.06%
229,681
+22,508
331
$7.87M 0.06%
475,443
+7,573
332
$7.79M 0.05%
126,686
-4,462
333
$7.77M 0.05%
52,669
+7,784
334
$7.74M 0.05%
62,373
+293
335
$7.66M 0.05%
104,007
+21,738
336
$7.62M 0.05%
57,269
+6,215
337
$7.6M 0.05%
+154,543
338
$7.59M 0.05%
177,405
+17,830
339
$7.52M 0.05%
91,155
-2,412
340
$7.5M 0.05%
68,612
+3,469
341
$7.47M 0.05%
108,927
+1,987
342
$7.47M 0.05%
152,784
-27,072
343
$7.36M 0.05%
264,533
-11,332
344
$7.31M 0.05%
60,334
+6,120
345
$7.31M 0.05%
141,095
+95
346
$7.28M 0.05%
56,215
-2,836
347
$7.27M 0.05%
120,692
+7,846
348
$7.25M 0.05%
730,541
+9,913
349
$7.21M 0.05%
74,910
-10,883
350
$7.2M 0.05%
95,389
-2,515
12 13
14
15 16