Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
1,265
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$42.9M
3
+$34.9M
4
LULU icon
lululemon athletica
LULU
+$28.3M
5
OLLI icon
Ollie's Bargain Outlet
OLLI
+$27.9M

Top Sells

1
+$39.5M
2
+$37.8M
3
+$35.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35.4M
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
676
$1.34M 0.01%
16,555
-20,566
677
$1.34M 0.01%
12,204
-740
678
$1.33M 0.01%
149,660
+6,210
679
$1.32M 0.01%
31,607
-65
680
$1.32M 0.01%
30,527
-437
681
$1.31M 0.01%
31,287
+3,708
682
$1.31M 0.01%
31,152
+4,180
683
$1.31M 0.01%
92,306
+2,065
684
$1.29M 0.01%
19,972
-640
685
$1.29M 0.01%
+43,295
686
$1.28M 0.01%
27,147
+360
687
$1.28M 0.01%
16,484
+85
688
$1.28M 0.01%
16,481
+3,906
689
$1.28M 0.01%
255,141
+4,878
690
$1.26M 0.01%
230,455
-137,558
691
$1.26M 0.01%
40,183
-840
692
$1.26M 0.01%
29,361
-786
693
$1.26M 0.01%
162,275
-48,502
694
$1.25M 0.01%
26,531
+4,130
695
$1.24M 0.01%
+18,769
696
$1.24M 0.01%
50,760
-5,226
697
$1.24M 0.01%
38,368
+689
698
$1.23M 0.01%
165,435
+3,944
699
$1.23M 0.01%
141,400
+2,207
700
$1.23M 0.01%
48,016
+31,318
26 27
28
29 30