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
526
$3.1M 0.02%
65,054
+3,122
527
$3.09M 0.02%
51,033
+150
528
$3.05M 0.02%
30,348
+1,756
529
$3.05M 0.02%
42,570
+8,745
530
$3.05M 0.02%
56,049
+19,008
531
$3.05M 0.02%
70,232
+14,119
532
$3.02M 0.02%
217,167
-6,741
533
$3.02M 0.02%
177,444
-745
534
$3.02M 0.02%
28,963
+88
535
$2.99M 0.02%
17,097
-1,300
536
$2.98M 0.02%
24,420
-969
537
$2.97M 0.02%
111,182
+54,367
538
$2.97M 0.02%
192,640
-8,881
539
$2.95M 0.02%
46,224
+4,250
540
$2.95M 0.02%
57,380
+14,037
541
$2.94M 0.02%
27,799
-744
542
$2.93M 0.02%
70,973
-31,408
543
$2.92M 0.02%
99,863
+27,115
544
$2.87M 0.02%
125,943
-510
545
$2.87M 0.02%
+49,791
546
$2.85M 0.02%
37,571
-3,376
547
$2.83M 0.02%
13,117
-389
548
$2.82M 0.02%
48,134
+750
549
$2.81M 0.02%
129,406
+30,456
550
$2.77M 0.02%
195,653
-10,364
20 21
22
23 24