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
701
$1.21M 0.01%
71,857
-5,345
702
$1.21M 0.01%
65,140
+8,250
703
$1.19M 0.01%
6,130
-1,712
704
$1.19M 0.01%
46,813
-18,061
705
$1.18M 0.01%
185,361
+41,235
706
$1.18M 0.01%
126,429
+4,728
707
$1.17M 0.01%
37,964
+285
708
$1.17M 0.01%
25,501
-6,868
709
$1.17M 0.01%
30,106
+754
710
$1.16M 0.01%
187,372
-45,008
711
$1.16M 0.01%
42,956
-76,268
712
$1.15M 0.01%
12,246
+1,654
713
$1.15M 0.01%
73,640
+1,122
714
$1.14M 0.01%
15,920
+11,320
715
$1.14M 0.01%
23,632
+840
716
$1.14M 0.01%
64,492
-58
717
$1.13M 0.01%
21,496
+6,964
718
$1.12M 0.01%
81,111
-1,938
719
$1.12M 0.01%
82,407
+1,687
720
$1.12M 0.01%
155,388
+9,940
721
$1.11M 0.01%
65,331
+2,967
722
$1.11M 0.01%
8,088
-5
723
$1.1M 0.01%
20,260
+615
724
$1.09M 0.01%
24,768
+1,604
725
$1.09M 0.01%
20,227
+1,210
27 28
29
30 31