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
551
$2.98M 0.02%
41,983
-3,410
552
$2.98M 0.02%
129,582
+176
553
$2.97M 0.02%
12,719
+3,146
554
$2.95M 0.02%
194,812
+2,172
555
$2.95M 0.02%
+46,628
556
$2.94M 0.02%
62,996
-938
557
$2.94M 0.02%
202,887
-14,280
558
$2.92M 0.02%
62,094
-2,960
559
$2.92M 0.02%
25,120
+10,496
560
$2.92M 0.02%
44,434
+2,112
561
$2.9M 0.02%
90,515
+9,318
562
$2.89M 0.02%
63,624
+6,717
563
$2.88M 0.02%
73,610
+1,450
564
$2.87M 0.02%
153,044
+12,082
565
$2.86M 0.02%
63,662
+4,916
566
$2.86M 0.02%
30,058
+371
567
$2.86M 0.02%
+18,337
568
$2.85M 0.02%
39,941
+1,056
569
$2.83M 0.02%
183,206
-36,117
570
$2.82M 0.02%
57,306
-1,290
571
$2.79M 0.02%
123,508
+430
572
$2.79M 0.02%
149,578
+2,524
573
$2.79M 0.02%
48,715
+9,641
574
$2.78M 0.02%
152,162
-1,912
575
$2.77M 0.02%
237,041
+47,526
21 22
23
24 25