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
551
$2.05M 0.02%
96,258
-6,728
552
$2.04M 0.02%
28,458
-930
553
$2.03M 0.02%
42,596
-28,240
554
$2.03M 0.02%
52,482
+2,488
555
$2.02M 0.02%
40,151
-12
556
$2.01M 0.02%
21,440
-625
557
$2M 0.02%
41,885
+16,180
558
$1.99M 0.02%
27,455
559
$1.99M 0.02%
24,534
+980
560
$1.98M 0.02%
59,822
-9,748
561
$1.98M 0.02%
39,364
-27,596
562
$1.97M 0.02%
10,582
-7,081
563
$1.96M 0.02%
14,770
+571
564
$1.96M 0.02%
29,099
+2,202
565
$1.94M 0.02%
+122,231
566
$1.94M 0.02%
16,651
+328
567
$1.93M 0.02%
73,425
568
$1.93M 0.02%
31,147
+242
569
$1.91M 0.02%
126,633
+96,838
570
$1.9M 0.02%
39,132
+22,767
571
$1.9M 0.02%
65,140
+16,980
572
$1.88M 0.02%
62,052
-917
573
$1.88M 0.02%
35,399
+913
574
$1.88M 0.02%
26,085
+6,599
575
$1.88M 0.02%
+57,278
21 22
23
24 25