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
451
$4.36M 0.03%
165,152
+4,456
452
$4.33M 0.03%
126,998
+149
453
$4.3M 0.03%
95,449
-98,846
454
$4.29M 0.03%
78,071
-20,944
455
$4.29M 0.03%
49,953
+4,538
456
$4.28M 0.03%
42,417
+29,627
457
$4.28M 0.03%
57,623
+1,224
458
$4.24M 0.03%
43,210
+12,569
459
$4.14M 0.03%
57,613
-666
460
$4.13M 0.03%
6,363
-563
461
$4.11M 0.03%
78,058
-1,518
462
$4.08M 0.03%
33,622
+11,091
463
$4.07M 0.03%
67,336
+9,446
464
$4.04M 0.03%
81,197
+32,777
465
$4.04M 0.03%
47,458
+3,531
466
$4.01M 0.03%
163,026
+14,026
467
$3.99M 0.03%
169,978
+5,616
468
$3.96M 0.03%
139,874
+129,417
469
$3.91M 0.03%
132,408
-14,308
470
$3.89M 0.03%
59,501
+2,323
471
$3.88M 0.03%
34,517
+4,498
472
$3.85M 0.03%
73,131
+1,096
473
$3.85M 0.03%
50,596
-10,795
474
$3.83M 0.03%
34,143
+1,267
475
$3.82M 0.03%
48,521
+2,862