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
451
$3.48M 0.03%
101,246
-4,967
452
$3.44M 0.03%
102,272
+6,780
453
$3.43M 0.03%
14,399
+2,251
454
$3.41M 0.03%
61,222
+11,610
455
$3.41M 0.03%
182,145
+140,075
456
$3.35M 0.03%
68,345
-15,412
457
$3.31M 0.03%
85,867
+28,041
458
$3.3M 0.03%
128,340
-7,330
459
$3.25M 0.03%
15,176
+1,901
460
$3.23M 0.03%
59,672
+29,310
461
$3.23M 0.03%
152,971
+16,570
462
$3.2M 0.03%
60,369
+2,619
463
$3.17M 0.03%
75,854
+300
464
$3.15M 0.03%
58,858
+1,530
465
$3.12M 0.03%
63,996
+2,285
466
$3.11M 0.03%
44,514
+7,596
467
$3.1M 0.03%
139,632
-11,245
468
$3.1M 0.03%
38,640
-256,695
469
$3.09M 0.03%
100,953
-270,375
470
$3.08M 0.03%
108,785
+16,058
471
$3.08M 0.03%
31,411
+141
472
$3.08M 0.03%
132,942
+23,747
473
$3.07M 0.03%
111,643
+497
474
$3.07M 0.03%
244,440
-6,646
475
$3.04M 0.03%
70,956
-2,028
17 18
19
20 21