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
$14.7B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,341
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$35.6M
3
+$33M
4
BWXT icon
BWX Technologies
BWXT
+$33M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$28.5M

Top Sells

1
+$64.6M
2
+$50.3M
3
+$43.7M
4
KDP icon
Keurig Dr Pepper
KDP
+$43M
5
LULU icon
lululemon athletica
LULU
+$40M

Sector Composition

1 Technology 15.98%
2 Healthcare 10.96%
3 Industrials 10.89%
4 Financials 9.57%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3.67M 0.02%
46,855
-603
502
$3.65M 0.02%
96,140
-41,795
503
$3.65M 0.02%
17,839
-106
504
$3.62M 0.02%
54,124
-3,499
505
$3.58M 0.02%
49,857
-440
506
$3.58M 0.02%
158,835
-5,660
507
$3.54M 0.02%
151,916
+10,618
508
$3.54M 0.02%
87,190
+8,613
509
$3.53M 0.02%
78,405
+26,600
510
$3.52M 0.02%
31,175
-13,009
511
$3.52M 0.02%
48,237
+349
512
$3.52M 0.02%
75,282
+2,151
513
$3.48M 0.02%
33,516
+4,992
514
$3.46M 0.02%
78,806
-28,431
515
$3.45M 0.02%
30,123
+1,723
516
$3.44M 0.02%
15,436
+548
517
$3.42M 0.02%
26,105
-4,243
518
$3.41M 0.02%
11,808
-2,881
519
$3.4M 0.02%
43,918
+4,383
520
$3.38M 0.02%
63,762
+7,713
521
$3.38M 0.02%
13,864
+747
522
$3.37M 0.02%
73,450
+3,218
523
$3.36M 0.02%
58,859
-551
524
$3.35M 0.02%
57,617
-5,218
525
$3.34M 0.02%
+592,444
19 20
21
22 23