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
401
$5.71M 0.04%
36,762
+1,468
402
$5.63M 0.04%
113,667
+10,378
403
$5.61M 0.04%
51,476
+3,422
404
$5.58M 0.04%
76,700
-38,300
405
$5.52M 0.04%
81,838
+1,635
406
$5.49M 0.04%
34,490
+4,924
407
$5.44M 0.04%
130,022
+1,491
408
$5.44M 0.04%
118,618
+813
409
$5.43M 0.04%
26,284
+434
410
$5.4M 0.04%
176,803
+2,632
411
$5.34M 0.04%
103,714
+36,434
412
$5.33M 0.04%
88,097
+18,735
413
$5.28M 0.04%
71,357
+1,181
414
$5.27M 0.04%
76,481
+3,159
415
$5.21M 0.04%
75,913
+3,984
416
$5.2M 0.04%
89,406
+10,267
417
$5.19M 0.04%
+71,374
418
$5.17M 0.04%
36,701
-7,847
419
$5.11M 0.04%
441,961
+40,256
420
$5.03M 0.04%
86,850
-1,499
421
$5.01M 0.04%
775,650
-1,308,350
422
$5M 0.04%
44,184
+2,628
423
$4.98M 0.04%
72,882
+6,204
424
$4.98M 0.04%
96,707
+3,708
425
$4.95M 0.03%
389,504
-9,655
15 16
17
18 19