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
376
$6.32M 0.04%
73,807
-5,037
377
$6.31M 0.04%
154,531
+6,482
378
$6.31M 0.04%
106,424
-12,415
379
$6.29M 0.04%
96,777
-16,904
380
$6.29M 0.04%
26,063
+9,057
381
$6.29M 0.04%
122,755
+9,893
382
$6.26M 0.04%
473,839
+15,997
383
$6.26M 0.04%
120,490
+12,835
384
$6.25M 0.04%
94,030
+212
385
$6.1M 0.04%
137,935
-3,330
386
$6.03M 0.04%
96,730
+4,181
387
$5.99M 0.04%
361,841
+13,166
388
$5.96M 0.04%
90,839
-18,361
389
$5.95M 0.04%
382,046
+13,527
390
$5.89M 0.04%
214,987
-25,279
391
$5.88M 0.04%
274,804
+3,303
392
$5.88M 0.04%
245,155
-31,193
393
$5.87M 0.04%
17,047
+1,297
394
$5.87M 0.04%
68,036
-13,811
395
$5.86M 0.04%
90,664
-7,887
396
$5.84M 0.04%
478,536
+8,673
397
$5.8M 0.04%
104,461
-3,241
398
$5.76M 0.04%
204,200
+10,187
399
$5.76M 0.04%
33,518
+1,650
400
$5.72M 0.04%
73,311
+9,954
14 15
16
17 18