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
51
$57.3M 0.4%
485,374
+49,067
52
$57.3M 0.4%
391,987
-10,919
53
$56.6M 0.4%
232,239
-6,507
54
$56.3M 0.4%
330,463
+6,963
55
$56.2M 0.4%
422,135
-188,040
56
$55.4M 0.39%
310,984
+3,216
57
$55.4M 0.39%
1,132,254
-28,654
58
$55.3M 0.39%
370,125
+104,155
59
$54.5M 0.38%
258,390
-7,018
60
$54.4M 0.38%
268,146
-49,333
61
$54.4M 0.38%
464,061
-13,644
62
$53.9M 0.38%
699,788
-3,846
63
$53M 0.37%
1,412,730
+93,315
64
$52.6M 0.37%
840,787
-46,374
65
$51.4M 0.36%
310,433
-78,376
66
$51.3M 0.36%
193,389
+9,833
67
$51.2M 0.36%
1,348,116
-103,744
68
$50.6M 0.36%
941,575
-10,243
69
$50.6M 0.36%
568,146
-162,144
70
$50.3M 0.35%
397,805
-9,451
71
$50M 0.35%
233,619
+6,419
72
$49.6M 0.35%
72,168
-1,960
73
$48.4M 0.34%
1,755,858
+11,292
74
$48.2M 0.34%
915,133
-18,645
75
$48.1M 0.34%
1,194,183
+6,496
1 2
3
4 5