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
401
$4.26M 0.04%
86,391
+17,133
402
$4.25M 0.04%
272,914
403
$4.22M 0.04%
17,619
+397
404
$4.22M 0.04%
52,404
-314
405
$4.21M 0.04%
62,230
+36,626
406
$4.2M 0.04%
99,985
-580
407
$4.15M 0.04%
164,436
-11,428
408
$4.12M 0.04%
58,478
+5,275
409
$4.12M 0.04%
285,910
+59,511
410
$4.11M 0.04%
97,207
-25,373
411
$4.09M 0.04%
155,208
-8,715
412
$4.04M 0.04%
51,637
+16,772
413
$4M 0.04%
172,997
+4,046
414
$4M 0.04%
21,901
+4,175
415
$3.99M 0.04%
43,121
+33,783
416
$3.98M 0.04%
60,264
-2,552
417
$3.92M 0.04%
128,457
-2,971
418
$3.91M 0.04%
103,347
-28,130
419
$3.87M 0.03%
51,657
+4
420
$3.87M 0.03%
63,113
+3,660
421
$3.86M 0.03%
141,570
+54,704
422
$3.85M 0.03%
142,012
+19,324
423
$3.85M 0.03%
304,255
+43,847
424
$3.82M 0.03%
98,788
+13,524
425
$3.81M 0.03%
52,435
-2,384
15 16
17
18 19