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
551
$2.75M 0.02%
154,074
+256
552
$2.74M 0.02%
32,480
+359
553
$2.74M 0.02%
70,018
+16,692
554
$2.72M 0.02%
32,926
+235
555
$2.71M 0.02%
56,907
+14,639
556
$2.7M 0.02%
138,644
-31,839
557
$2.7M 0.02%
48,830
+8,313
558
$2.67M 0.02%
42,668
-8,446
559
$2.67M 0.02%
38,885
+890
560
$2.63M 0.02%
94,340
-1,247
561
$2.63M 0.02%
118,297
+50,518
562
$2.62M 0.02%
13,142
+2,932
563
$2.62M 0.02%
+219,323
564
$2.62M 0.02%
208,038
+663
565
$2.6M 0.02%
64,619
+6,423
566
$2.6M 0.02%
29,687
+16,823
567
$2.6M 0.02%
111,778
-2,969
568
$2.6M 0.02%
17,959
-6,507
569
$2.6M 0.02%
118,526
+50,156
570
$2.59M 0.02%
94,753
-6,883
571
$2.59M 0.02%
101,822
+10,599
572
$2.58M 0.02%
42,322
+14,192
573
$2.57M 0.02%
49,784
-9,449
574
$2.57M 0.02%
603
+36
575
$2.57M 0.02%
30,812
-10,447
21 22
23
24 25