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
426
$3.81M 0.03%
161,031
-31,507
427
$3.77M 0.03%
477,218
+81,360
428
$3.75M 0.03%
48,418
+8,283
429
$3.74M 0.03%
119,165
+65,363
430
$3.73M 0.03%
40,398
-612
431
$3.72M 0.03%
394,322
+1,321
432
$3.71M 0.03%
80,029
+15,747
433
$3.68M 0.03%
22,117
-852
434
$3.67M 0.03%
194,238
+16,635
435
$3.67M 0.03%
116,584
+9,200
436
$3.67M 0.03%
31,423
+197
437
$3.67M 0.03%
203,743
438
$3.64M 0.03%
45,114
+909
439
$3.64M 0.03%
105,800
+3,160
440
$3.63M 0.03%
75,977
-225
441
$3.59M 0.03%
56,481
+1,645
442
$3.58M 0.03%
33,631
+6,907
443
$3.58M 0.03%
351,624
+43,989
444
$3.57M 0.03%
84,253
+65,536
445
$3.54M 0.03%
37,887
+10,846
446
$3.53M 0.03%
19,974
-35,406
447
$3.51M 0.03%
121,470
+15,295
448
$3.5M 0.03%
98,504
+3,030
449
$3.49M 0.03%
158,000
-142,847
450
$3.49M 0.03%
230,510
+27,310
16 17
18
19 20