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
576
$2.56M 0.02%
63,934
-1,219
577
$2.54M 0.02%
54,847
-1,779
578
$2.53M 0.02%
162,849
+7,584
579
$2.52M 0.02%
31,579
+1,077
580
$2.51M 0.02%
58,746
+4,668
581
$2.5M 0.02%
33,126
-707
582
$2.49M 0.02%
29,873
+4,801
583
$2.48M 0.02%
173,410
+69,610
584
$2.46M 0.02%
+57,920
585
$2.45M 0.02%
25,590
+2,313
586
$2.44M 0.02%
140,962
-1,848
587
$2.43M 0.02%
45,379
+25,942
588
$2.42M 0.02%
37,929
-1,810
589
$2.42M 0.02%
49,618
-43,655
590
$2.42M 0.02%
15,762
+512
591
$2.42M 0.02%
147,054
-1,116
592
$2.41M 0.02%
36,492
+13,150
593
$2.41M 0.02%
17,318
-3,497
594
$2.4M 0.02%
45,989
-6,935
595
$2.39M 0.02%
19,042
+12,429
596
$2.39M 0.02%
52,175
+19,888
597
$2.39M 0.02%
75,037
598
$2.38M 0.02%
123,078
+10,037
599
$2.36M 0.02%
84,900
-20,309
600
$2.35M 0.02%
20,818
+18
22 23
24
25 26