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
26
$65.9M 0.59%
1,640,199
+269,052
27
$64M 0.57%
735,583
+16,908
28
$62.7M 0.56%
1,768,428
-363,148
29
$61.8M 0.55%
1,174,980
-48,433
30
$61.6M 0.55%
232,899
-3,138
31
$60.8M 0.54%
3,256,575
+555,225
32
$60.6M 0.54%
1,143,465
+440,928
33
$60.5M 0.54%
1,224,254
-419,576
34
$60.5M 0.54%
486,774
+18,998
35
$58.6M 0.52%
519,515
-5,178
36
$58.5M 0.52%
714,415
-7,573
37
$58.3M 0.52%
1,543,718
-167,789
38
$58.1M 0.52%
1,545,150
-950,041
39
$57.9M 0.52%
593,378
-3,420
40
$57.6M 0.52%
1,159,865
-19,491
41
$57.4M 0.51%
712,251
+132,840
42
$55.4M 0.5%
1,022,971
+26,030
43
$55.1M 0.49%
683,959
-120,514
44
$54M 0.48%
383,313
-3,334
45
$53.5M 0.48%
1,376,780
-105,920
46
$52.1M 0.47%
441,201
-3,424
47
$51.2M 0.46%
904,810
-6,271
48
$51.1M 0.46%
644,098
-6,660
49
$50.8M 0.45%
350,914
-3,983
50
$50.4M 0.45%
1,009,506
-2,426
1
2
3 4 5