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
476
$3.01M 0.03%
39,198
+1,461
477
$2.97M 0.03%
44,796
-154
478
$2.97M 0.03%
40,105
+1,325
479
$2.95M 0.03%
23,049
-856
480
$2.93M 0.03%
143,220
-10,965
481
$2.88M 0.03%
59,256
+3,906
482
$2.88M 0.03%
127,280
+115,903
483
$2.88M 0.03%
91,287
-144,364
484
$2.82M 0.03%
65,607
+3,233
485
$2.81M 0.03%
40,532
-59,015
486
$2.79M 0.03%
239,069
+7,784
487
$2.79M 0.02%
287,859
+213,796
488
$2.76M 0.02%
106,346
-923
489
$2.75M 0.02%
55,339
+293
490
$2.75M 0.02%
99,400
+375
491
$2.71M 0.02%
68,923
+9,552
492
$2.71M 0.02%
22,311
+2,280
493
$2.71M 0.02%
59,391
+5,025
494
$2.71M 0.02%
22,908
+4,766
495
$2.66M 0.02%
14,570
-3,633
496
$2.66M 0.02%
136,086
+26,715
497
$2.58M 0.02%
65,149
+165
498
$2.56M 0.02%
109,101
+2,908
499
$2.56M 0.02%
+19,941
500
$2.56M 0.02%
228,315
+4,416
18 19
20
21 22