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
576
$1.87M 0.02%
113,141
-4,945
577
$1.86M 0.02%
37,072
+4,297
578
$1.86M 0.02%
75,514
-31,081
579
$1.86M 0.02%
17,530
+635
580
$1.86M 0.02%
15,064
-2,990
581
$1.85M 0.02%
50,533
+173
582
$1.84M 0.02%
47,862
+332
583
$1.84M 0.02%
89,035
-2,604
584
$1.82M 0.02%
39,120
-48,128
585
$1.81M 0.02%
75,377
+5,575
586
$1.81M 0.02%
40,894
-71,406
587
$1.79M 0.02%
15,313
-3,075
588
$1.78M 0.02%
111,296
589
$1.75M 0.02%
20,451
-181
590
$1.74M 0.02%
12,032
-12,008
591
$1.74M 0.02%
21,895
+8,020
592
$1.74M 0.02%
39,929
-2,000
593
$1.74M 0.02%
33,489
+116
594
$1.73M 0.02%
33,575
+460
595
$1.72M 0.02%
75,082
-1,291
596
$1.71M 0.02%
15,497
+3
597
$1.7M 0.02%
54,744
-20,855
598
$1.7M 0.02%
51,737
-947
599
$1.7M 0.02%
49,876
+25,421
600
$1.69M 0.02%
171,299
-19,147
22 23
24
25 26