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
501
$3.4M 0.02%
78,577
+40,218
502
$3.4M 0.02%
14,888
+5,026
503
$3.4M 0.02%
182,497
+27,283
504
$3.38M 0.02%
235,593
+670
505
$3.37M 0.02%
35,989
-21
506
$3.37M 0.02%
39,535
+9,621
507
$3.36M 0.02%
45,393
+41
508
$3.36M 0.02%
137,261
+15,190
509
$3.35M 0.02%
51,294
+11,290
510
$3.35M 0.02%
221,817
+21,135
511
$3.33M 0.02%
28,400
+7,642
512
$3.33M 0.02%
73,960
+33,297
513
$3.31M 0.02%
95,452
+3,209
514
$3.29M 0.02%
106,580
+74,310
515
$3.28M 0.02%
62,563
+36,186
516
$3.25M 0.02%
29,118
+3,056
517
$3.21M 0.02%
208,904
-17,410
518
$3.2M 0.02%
164,618
-124,961
519
$3.2M 0.02%
+105,516
520
$3.19M 0.02%
125,423
+8,020
521
$3.18M 0.02%
28,524
-6,540
522
$3.15M 0.02%
59,410
-100
523
$3.14M 0.02%
47,888
-32,794
524
$3.11M 0.02%
17,945
-329
525
$3.1M 0.02%
358,206
-233
19 20
21
22 23