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
626
$2.1M 0.01%
25,331
-16
627
$2.09M 0.01%
232,100
-85
628
$2.08M 0.01%
43,310
+358
629
$2.08M 0.01%
+100,000
630
$2.07M 0.01%
96,335
-1,453
631
$2.07M 0.01%
251,529
-1,034
632
$2.05M 0.01%
33,893
+29,796
633
$2.04M 0.01%
85,376
-55,294
634
$2.04M 0.01%
28,185
+5,688
635
$2.04M 0.01%
18,132
-315
636
$2.03M 0.01%
189,515
+76,901
637
$2.03M 0.01%
55,551
+3,626
638
$2.02M 0.01%
51,805
+11,598
639
$2.02M 0.01%
64,814
-461
640
$2.02M 0.01%
34,323
-1,345
641
$2.01M 0.01%
45,291
-9,849
642
$2.01M 0.01%
25,993
-149
643
$2.01M 0.01%
6,903
+4,492
644
$2M 0.01%
12,955
-532
645
$1.98M 0.01%
19,511
-3,095
646
$1.96M 0.01%
9,573
+3,440
647
$1.94M 0.01%
186,579
+2,878
648
$1.94M 0.01%
21,576
+316
649
$1.93M 0.01%
180,379
+3,730
650
$1.91M 0.01%
40,680
+1,330
24 25
26
27 28