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
701
$1.55M 0.01%
19,952
+2,363
702
$1.55M 0.01%
113,703
-28,831
703
$1.54M 0.01%
70,175
+31,771
704
$1.54M 0.01%
15,340
+13,065
705
$1.53M 0.01%
38,964
-1,660
706
$1.53M 0.01%
58,326
+37,975
707
$1.52M 0.01%
31,435
+22,115
708
$1.52M 0.01%
22,410
-2,095
709
$1.52M 0.01%
30,750
-450
710
$1.51M 0.01%
20,625
-1,306
711
$1.51M 0.01%
146,460
+9,191
712
$1.5M 0.01%
+80,582
713
$1.5M 0.01%
8,006
+4,575
714
$1.49M 0.01%
43,249
-2,280
715
$1.49M 0.01%
119,712
+4,004
716
$1.49M 0.01%
5,912
-4,585
717
$1.49M 0.01%
44,196
+628
718
$1.48M 0.01%
33,316
-1,064
719
$1.47M 0.01%
7,344
720
$1.46M 0.01%
43,140
+7
721
$1.45M 0.01%
12,885
-1,858
722
$1.45M 0.01%
34,363
+81
723
$1.45M 0.01%
16,622
+4,666
724
$1.44M 0.01%
111,092
+41,185
725
$1.44M 0.01%
26,865
+4,723
27 28
29
30 31