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
726
$1.09M 0.01%
52,497
+699
727
$1.09M 0.01%
21,842
728
$1.08M 0.01%
77,663
+1,445
729
$1.08M 0.01%
49,691
-6,250
730
$1.07M 0.01%
46,013
-343
731
$1.07M 0.01%
105,056
-2,951
732
$1.07M 0.01%
103,800
733
$1.06M 0.01%
42,850
-532
734
$1.06M 0.01%
28,246
+2,516
735
$1.06M 0.01%
33,694
+8,962
736
$1.06M 0.01%
14,373
+70
737
$1.06M 0.01%
18,796
-545
738
$1.05M 0.01%
21,359
+924
739
$1.04M 0.01%
70,673
+4,505
740
$1.04M 0.01%
16,060
+44
741
$1.03M 0.01%
8,946
-70
742
$1.03M 0.01%
50,464
+356
743
$1.03M 0.01%
32,389
+11,251
744
$1.02M 0.01%
8,307
-100
745
$1M 0.01%
133,255
746
$993K 0.01%
21,497
-598
747
$985K 0.01%
172,784
+5,067
748
$984K 0.01%
+32,359
749
$982K 0.01%
116,960
+2,071
750
$980K 0.01%
+8,615
28 29
30
31 32