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
501
$2.55M 0.02%
172,290
-1,995
502
$2.55M 0.02%
39,588
-692
503
$2.55M 0.02%
180,582
-2,740
504
$2.54M 0.02%
82,025
+61,001
505
$2.54M 0.02%
89,912
-2,072
506
$2.54M 0.02%
43,710
-2,059
507
$2.54M 0.02%
19,778
-401
508
$2.53M 0.02%
+154,977
509
$2.51M 0.02%
153,639
-98,526
510
$2.5M 0.02%
64,472
+25,514
511
$2.46M 0.02%
58,476
+10,098
512
$2.45M 0.02%
226,695
+11,319
513
$2.45M 0.02%
31,050
+254
514
$2.44M 0.02%
28,001
-357
515
$2.44M 0.02%
97,149
+39,312
516
$2.43M 0.02%
60,742
-1,140
517
$2.43M 0.02%
+15,483
518
$2.43M 0.02%
32,733
-3,106
519
$2.43M 0.02%
66,425
+14,415
520
$2.39M 0.02%
33,070
+4,348
521
$2.37M 0.02%
343,628
+191,812
522
$2.37M 0.02%
14,695
-864
523
$2.35M 0.02%
21,406
-75
524
$2.35M 0.02%
63,315
+2,797
525
$2.34M 0.02%
98,512
-5,887
19 20
21
22 23