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
676
$1.7M 0.01%
82,884
-1,593
677
$1.7M 0.01%
124,624
+31,463
678
$1.7M 0.01%
+25,075
679
$1.69M 0.01%
80,744
+1,147
680
$1.69M 0.01%
185,574
+15,906
681
$1.69M 0.01%
51,014
-6,841
682
$1.69M 0.01%
191,257
+5,418
683
$1.67M 0.01%
32,839
+19,683
684
$1.67M 0.01%
12,389
-294
685
$1.65M 0.01%
10,161
-17,908
686
$1.64M 0.01%
52,889
+6,802
687
$1.63M 0.01%
108,240
+2,578
688
$1.62M 0.01%
98,628
+9,031
689
$1.61M 0.01%
112,540
-5,693
690
$1.61M 0.01%
32,094
-18,139
691
$1.61M 0.01%
73,129
-4
692
$1.61M 0.01%
27,280
+5,778
693
$1.61M 0.01%
26,372
+11,321
694
$1.6M 0.01%
37,424
-29,797
695
$1.59M 0.01%
1,234
+30
696
$1.59M 0.01%
143,214
+117,319
697
$1.59M 0.01%
18,307
+10,861
698
$1.58M 0.01%
14,624
-959
699
$1.57M 0.01%
15,909
+2,335
700
$1.56M 0.01%
50,048
+3,726
26 27
28
29 30