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
351
$7.19M 0.05%
149,729
+1,200
352
$7.17M 0.05%
436,602
-189,761
353
$7.15M 0.05%
148,620
+2,102
354
$7.13M 0.05%
114,471
+2,499
355
$7.04M 0.05%
199,917
-73,258
356
$7.02M 0.05%
77,022
-35,880
357
$6.95M 0.05%
84,639
-1,903
358
$6.85M 0.05%
314,721
+15,748
359
$6.82M 0.05%
78,906
+2,516
360
$6.75M 0.05%
151,113
-21,164
361
$6.71M 0.05%
276,283
+20,482
362
$6.71M 0.05%
287,570
+5,204
363
$6.69M 0.05%
213,426
+1,350
364
$6.46M 0.05%
33,873
+3,533
365
$6.45M 0.05%
58,927
-2,593
366
$6.45M 0.05%
61,159
-8,926
367
$6.43M 0.05%
102,559
+19,438
368
$6.4M 0.05%
163,854
-3,008
369
$6.39M 0.05%
66,644
+4,566
370
$6.39M 0.05%
203,310
+3,140
371
$6.38M 0.04%
+134,934
372
$6.37M 0.04%
88,509
-42,060
373
$6.36M 0.04%
63,423
-20,718
374
$6.34M 0.04%
91,379
-558
375
$6.33M 0.04%
134,653
-74,850
13 14
15
16 17