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
601
$1.67M 0.01%
22,608
+1,206
602
$1.66M 0.01%
24,987
-219,313
603
$1.66M 0.01%
155,738
+2,687
604
$1.66M 0.01%
33,630
-170
605
$1.65M 0.01%
16,145
-1,764
606
$1.65M 0.01%
11,048
-296
607
$1.64M 0.01%
55,373
-3,825
608
$1.64M 0.01%
132,998
+60,448
609
$1.64M 0.01%
76,603
-4,117
610
$1.64M 0.01%
191,513
+46,208
611
$1.62M 0.01%
33,284
+919
612
$1.61M 0.01%
26,838
-25,802
613
$1.6M 0.01%
37,569
-1,593
614
$1.6M 0.01%
74,063
-1,668
615
$1.59M 0.01%
24,366
+3,575
616
$1.59M 0.01%
7,129
+203
617
$1.58M 0.01%
460
618
$1.57M 0.01%
9,689
-93
619
$1.57M 0.01%
62,552
+72
620
$1.56M 0.01%
11,645
621
$1.56M 0.01%
117,581
622
$1.55M 0.01%
78,643
-326
623
$1.55M 0.01%
122,312
-3,642
624
$1.55M 0.01%
49,225
-300
625
$1.54M 0.01%
27,639
-2,671
23 24
25
26 27