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
351
$5.41M 0.05%
374,052
-13,451
352
$5.38M 0.05%
94,886
+4,853
353
$5.36M 0.05%
42,445
+284
354
$5.35M 0.05%
26,944
-5,323
355
$5.35M 0.05%
63,551
-9,026
356
$5.34M 0.05%
142,850
+11,996
357
$5.3M 0.05%
52,282
-32,993
358
$5.3M 0.05%
27,714
-7,996
359
$5.28M 0.05%
111,012
-3,756
360
$5.27M 0.05%
202,445
-31,011
361
$5.25M 0.05%
47,411
+8,699
362
$5.24M 0.05%
+55,418
363
$5.24M 0.05%
233,728
+36,483
364
$5.23M 0.05%
186,849
+39,429
365
$5.2M 0.05%
39,600
+2,118
366
$5.18M 0.05%
3,519
-3,462
367
$5.16M 0.05%
30,963
+2,789
368
$5.14M 0.05%
36,962
+6,506
369
$5.08M 0.05%
129,261
+8,220
370
$5.06M 0.05%
85,070
+39,575
371
$5.04M 0.05%
71,445
-260,907
372
$5.02M 0.04%
83,767
-35,346
373
$5.01M 0.04%
101,694
-470
374
$4.99M 0.04%
52,528
+2,127
375
$4.96M 0.04%
99,069
-1,836
13 14
15
16 17