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
426
$4.93M 0.03%
28,822
+12,571
427
$4.9M 0.03%
29,913
+636
428
$4.9M 0.03%
23,559
+4,905
429
$4.89M 0.03%
204,743
430
$4.87M 0.03%
338,762
+1,188
431
$4.87M 0.03%
80,681
+4,300
432
$4.82M 0.03%
259,356
+101,001
433
$4.78M 0.03%
95,302
+20,472
434
$4.77M 0.03%
75,727
+24,528
435
$4.76M 0.03%
74,934
+686
436
$4.75M 0.03%
51,207
-3,751
437
$4.74M 0.03%
47,426
+6,823
438
$4.74M 0.03%
28,141
+2,963
439
$4.73M 0.03%
99,202
+7,213
440
$4.72M 0.03%
141,298
-1,759
441
$4.64M 0.03%
35,813
-3,665
442
$4.62M 0.03%
105,347
-22,749
443
$4.6M 0.03%
144,811
+1,188
444
$4.53M 0.03%
176,787
+7,303
445
$4.5M 0.03%
43,610
-3,158
446
$4.48M 0.03%
64,529
+8,476
447
$4.47M 0.03%
95,367
-13,356
448
$4.45M 0.03%
69,839
+1,075
449
$4.43M 0.03%
192,436
-78,436
450
$4.36M 0.03%
25,493
-2,542
16 17
18
19 20