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
376
$4.89M 0.04%
77,098
+9,696
377
$4.84M 0.04%
276,885
+28,164
378
$4.83M 0.04%
215,307
+2,456
379
$4.81M 0.04%
42,663
+2,294
380
$4.81M 0.04%
38,578
-29,735
381
$4.76M 0.04%
74,064
+3,028
382
$4.72M 0.04%
90,774
+5,680
383
$4.68M 0.04%
158,458
+1,052
384
$4.68M 0.04%
292,910
-62,194
385
$4.63M 0.04%
101,929
+32,848
386
$4.58M 0.04%
103,648
-20,030
387
$4.57M 0.04%
64,702
-975
388
$4.57M 0.04%
69,227
+6,082
389
$4.56M 0.04%
44,093
-11,704
390
$4.53M 0.04%
29,771
-154
391
$4.51M 0.04%
326,076
+27,796
392
$4.46M 0.04%
139,559
+574
393
$4.45M 0.04%
68,210
+240
394
$4.41M 0.04%
88,582
-7,730
395
$4.39M 0.04%
278,803
-2,393
396
$4.38M 0.04%
57,663
-212
397
$4.37M 0.04%
81,085
+6,880
398
$4.34M 0.04%
58,976
+3,735
399
$4.34M 0.04%
79,866
+2,328
400
$4.27M 0.04%
28,647
-3,907
14 15
16
17 18