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
651
$1.89M 0.01%
11,204
+1,936
652
$1.88M 0.01%
11,654
+8,269
653
$1.88M 0.01%
42,390
-2,740
654
$1.88M 0.01%
32,957
+606
655
$1.86M 0.01%
227,965
+57,061
656
$1.85M 0.01%
8,412
+88
657
$1.84M 0.01%
75,094
-819
658
$1.82M 0.01%
46,619
+14,380
659
$1.81M 0.01%
86,907
+743
660
$1.8M 0.01%
40,843
+1,802
661
$1.79M 0.01%
17,107
-21
662
$1.78M 0.01%
50,867
-2,259
663
$1.78M 0.01%
33,718
+105
664
$1.77M 0.01%
16,757
+925
665
$1.76M 0.01%
85,185
+810
666
$1.76M 0.01%
1,363
+178
667
$1.74M 0.01%
26,194
+2,121
668
$1.73M 0.01%
40,274
+5,357
669
$1.73M 0.01%
160,734
-2,305
670
$1.72M 0.01%
80,323
+2,507
671
$1.72M 0.01%
+22,241
672
$1.72M 0.01%
41,215
-3,327
673
$1.72M 0.01%
10,783
+888
674
$1.71M 0.01%
64,499
+513
675
$1.71M 0.01%
27,996
+52
25 26
27
28 29