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
476
$3.82M 0.03%
113,971
-3,354
477
$3.77M 0.03%
74,160
+8,803
478
$3.77M 0.03%
53,589
-101
479
$3.75M 0.03%
71,406
+34,202
480
$3.74M 0.03%
34,069
+26,572
481
$3.7M 0.03%
45,599
-3,265
482
$3.7M 0.03%
88,095
+5,136
483
$3.67M 0.03%
35,539
-10,329
484
$3.67M 0.03%
26,962
-112
485
$3.66M 0.03%
50,297
-795
486
$3.66M 0.03%
103,402
+10
487
$3.63M 0.03%
164,495
-52,930
488
$3.55M 0.03%
112,686
+25,842
489
$3.54M 0.02%
62,835
+5
490
$3.53M 0.02%
82,881
+14,679
491
$3.52M 0.02%
14,689
+912
492
$3.51M 0.02%
339,362
+5,056
493
$3.51M 0.02%
122,307
-8,042
494
$3.5M 0.02%
240,002
+2,311
495
$3.5M 0.02%
58,596
+993
496
$3.47M 0.02%
78,668
+1,316
497
$3.46M 0.02%
69,735
-380
498
$3.43M 0.02%
173,941
-50
499
$3.43M 0.02%
+86,296
500
$3.41M 0.02%
107,237
+7,051
18 19
20
21 22