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
51
$50.3M 0.45%
86,084
+40,112
52
$50M 0.45%
404,159
-21,082
53
$49.5M 0.44%
289,081
-2,223
54
$49.1M 0.44%
1,943,539
+16,051
55
$48.7M 0.44%
611,452
+5,503
56
$48M 0.43%
2,004,454
-10,059
57
$47.6M 0.43%
272,656
+9,185
58
$47.6M 0.43%
1,481,327
+72,889
59
$47.5M 0.43%
779,417
+382,863
60
$47.3M 0.42%
1,033,753
-10,358
61
$46.3M 0.41%
1,032,296
+158,268
62
$46M 0.41%
312,377
-3,250
63
$45.4M 0.41%
160,987
-47,011
64
$45.4M 0.41%
1,159,058
+46,748
65
$45.2M 0.4%
645,323
+46,613
66
$45M 0.4%
396,142
-4,028
67
$44.2M 0.4%
290,783
-76,272
68
$44M 0.39%
847,143
+40,543
69
$43.8M 0.39%
1,060,606
-4,404
70
$43.3M 0.39%
1,514,773
-26,476
71
$42.9M 0.38%
1,336,304
+1,322,083
72
$41.6M 0.37%
203,489
-2,245
73
$40.7M 0.36%
1,107,621
-10,364
74
$40.1M 0.36%
234,377
-63,943
75
$39.4M 0.35%
445,394
+68,525
1 2
3
4 5