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
$14.7B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,341
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$35.6M
3
+$33M
4
BWXT icon
BWX Technologies
BWXT
+$33M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$28.5M

Top Sells

1
+$64.6M
2
+$50.3M
3
+$43.7M
4
KDP icon
Keurig Dr Pepper
KDP
+$43M
5
LULU icon
lululemon athletica
LULU
+$40M

Sector Composition

1 Technology 15.98%
2 Healthcare 10.96%
3 Industrials 10.89%
4 Financials 9.57%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1.87M 0.01%
201,209
+15,635
677
$1.86M 0.01%
170,385
-9,994
678
$1.85M 0.01%
89,100
+2,193
679
$1.84M 0.01%
1,463
+100
680
$1.84M 0.01%
26,050
-2,135
681
$1.84M 0.01%
55,793
-19,244
682
$1.84M 0.01%
27,994
-2
683
$1.83M 0.01%
11,746
+963
684
$1.83M 0.01%
74,384
-10,801
685
$1.83M 0.01%
34,739
-6,333
686
$1.83M 0.01%
40,256
+6,749
687
$1.82M 0.01%
81,097
+25,312
688
$1.82M 0.01%
74,750
-344
689
$1.81M 0.01%
13,586
+3,425
690
$1.8M 0.01%
17,295
+188
691
$1.77M 0.01%
40,252
+629
692
$1.77M 0.01%
32,298
+18,522
693
$1.77M 0.01%
10,412
+6,087
694
$1.76M 0.01%
34,597
+1,758
695
$1.76M 0.01%
27,002
-21,132
696
$1.74M 0.01%
52,616
+5,997
697
$1.74M 0.01%
7,170
+2,222
698
$1.74M 0.01%
22,775
-2,300
699
$1.73M 0.01%
15,032
+4,031
700
$1.73M 0.01%
82,372
+1,628
26 27
28
29 30