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
651
$1.44M 0.01%
31,750
+2,597
652
$1.44M 0.01%
18,899
+6,113
653
$1.44M 0.01%
102,302
+11
654
$1.43M 0.01%
80,352
-5,809
655
$1.43M 0.01%
18,865
-6,194
656
$1.43M 0.01%
+97,677
657
$1.42M 0.01%
33,854
-143
658
$1.42M 0.01%
46,535
-1,850
659
$1.41M 0.01%
53,350
+2,602
660
$1.41M 0.01%
+43,577
661
$1.39M 0.01%
9,049
-525
662
$1.39M 0.01%
127,230
+14,255
663
$1.39M 0.01%
+54,367
664
$1.39M 0.01%
21,244
-400
665
$1.38M 0.01%
12,544
-11
666
$1.37M 0.01%
59,174
-22,500
667
$1.37M 0.01%
16,808
+11,242
668
$1.37M 0.01%
33,331
-10,127
669
$1.37M 0.01%
10,862
-19,839
670
$1.37M 0.01%
41,352
+840
671
$1.36M 0.01%
+57,725
672
$1.35M 0.01%
7,419
-89
673
$1.35M 0.01%
55,642
+2,632
674
$1.35M 0.01%
122,117
-416
675
$1.34M 0.01%
54,345
+765
25 26
27
28 29