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
626
$1.54M 0.01%
18,973
+4,185
627
$1.54M 0.01%
56,666
+3,062
628
$1.54M 0.01%
62,287
-1,062
629
$1.53M 0.01%
90,335
-1,849
630
$1.53M 0.01%
18,974
-4,654
631
$1.52M 0.01%
12,445
-8,366
632
$1.52M 0.01%
29,139
+5,360
633
$1.52M 0.01%
27,079
+12,624
634
$1.52M 0.01%
29,175
-135
635
$1.51M 0.01%
22,357
-811
636
$1.51M 0.01%
85,791
-2,730
637
$1.5M 0.01%
19,985
+125
638
$1.5M 0.01%
105,415
+4,716
639
$1.5M 0.01%
37,916
+874
640
$1.5M 0.01%
249,385
+14,440
641
$1.49M 0.01%
50,048
-660
642
$1.49M 0.01%
12,394
-6,810
643
$1.47M 0.01%
48,646
+15,599
644
$1.47M 0.01%
52,861
+2,049
645
$1.47M 0.01%
42,406
-36,479
646
$1.46M 0.01%
38,104
+382
647
$1.46M 0.01%
250,164
-57,215
648
$1.46M 0.01%
+51,515
649
$1.46M 0.01%
52,492
650
$1.44M 0.01%
32,738
-1,696
24 25
26
27 28