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
601
$2.33M 0.02%
142,302
+130,371
602
$2.32M 0.02%
43,974
+1,174
603
$2.32M 0.02%
10,166
+2,499
604
$2.3M 0.02%
37,729
+28,179
605
$2.28M 0.02%
215,163
+226
606
$2.27M 0.02%
31,947
+2,930
607
$2.22M 0.02%
20,994
+242
608
$2.22M 0.02%
24,467
+3,959
609
$2.21M 0.02%
68,872
+27,428
610
$2.2M 0.02%
39,226
+7,245
611
$2.2M 0.02%
51,094
-19,668
612
$2.19M 0.02%
135,476
+6,362
613
$2.18M 0.02%
137,632
+94,764
614
$2.17M 0.02%
39,623
+2,380
615
$2.17M 0.02%
62,442
+4,584
616
$2.17M 0.02%
57,215
-3,692
617
$2.17M 0.02%
20,953
+14,201
618
$2.15M 0.02%
41,629
-985
619
$2.14M 0.02%
110,799
+15,402
620
$2.14M 0.02%
36,583
+16,118
621
$2.13M 0.02%
39,074
+25,798
622
$2.13M 0.02%
72,160
+6,600
623
$2.12M 0.01%
40,935
-268
624
$2.11M 0.01%
59,730
-2,320
625
$2.1M 0.01%
41,072
-3,060
23 24
25
26 27