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
526
$2.33M 0.02%
23,250
+1,025
527
$2.3M 0.02%
46,078
-4,140
528
$2.26M 0.02%
33,594
+2,002
529
$2.26M 0.02%
47,250
530
$2.26M 0.02%
+81,271
531
$2.24M 0.02%
34,187
-1,254
532
$2.24M 0.02%
40,869
-6,182
533
$2.23M 0.02%
45,760
-401
534
$2.23M 0.02%
96,717
-28,375
535
$2.21M 0.02%
60,110
+2,426
536
$2.19M 0.02%
66,874
-1,453
537
$2.19M 0.02%
20,158
-22,800
538
$2.17M 0.02%
+62,551
539
$2.16M 0.02%
35,532
+15,815
540
$2.15M 0.02%
63,398
-2,272
541
$2.13M 0.02%
40,547
+787
542
$2.13M 0.02%
39,358
-5,111
543
$2.12M 0.02%
31,178
-486,641
544
$2.12M 0.02%
21,373
+371
545
$2.1M 0.02%
115,446
-11,435
546
$2.1M 0.02%
47,430
+2,757
547
$2.08M 0.02%
101,814
-22,545
548
$2.07M 0.02%
117,997
+18,765
549
$2.06M 0.02%
85,017
-2,991
550
$2.06M 0.02%
26,658
-7,598
20 21
22
23 24