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
26
$81.3M 0.57%
1,466,293
-3,348
27
$80.5M 0.57%
733,575
-47,670
28
$79.5M 0.56%
1,530,239
+62,598
29
$77.7M 0.55%
1,506,160
-11,100
30
$77.4M 0.54%
1,217,035
-38,735
31
$76.9M 0.54%
234,499
-6,397
32
$75.3M 0.53%
1,040,940
+9,320
33
$74.2M 0.52%
935,295
+6,029
34
$71.1M 0.5%
1,186,188
+10,518
35
$71.1M 0.5%
906,049
+6,165
36
$69.7M 0.49%
1,526,562
+121,212
37
$68.9M 0.49%
512,710
-33,698
38
$68.8M 0.48%
1,362,521
+24,136
39
$66.9M 0.47%
642,800
-11,087
40
$66.6M 0.47%
1,284,920
+412,720
41
$66.1M 0.47%
377,555
-14,497
42
$66M 0.46%
359,513
+11,252
43
$65.4M 0.46%
1,405,821
-34,785
44
$64.9M 0.46%
1,001,436
+81,847
45
$64.6M 0.45%
2,721,685
-54,772
46
$64.2M 0.45%
810,595
+142,293
47
$63.2M 0.44%
1,876,086
+76,564
48
$63.1M 0.44%
334,861
-473
49
$62.6M 0.44%
623,097
+56,572
50
$61.3M 0.43%
4,495,192
-100,800
1
2
3 4 5