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
726
$1.44M 0.01%
10,829
-248
727
$1.43M 0.01%
73,488
-1,636
728
$1.43M 0.01%
32,770
+22,885
729
$1.43M 0.01%
72,889
+6,505
730
$1.43M 0.01%
74,339
+6,209
731
$1.43M 0.01%
31,264
+444
732
$1.42M 0.01%
49,281
-4,375
733
$1.4M 0.01%
14,470
+4,139
734
$1.4M 0.01%
11,297
-339,920
735
$1.4M 0.01%
+26,753
736
$1.4M 0.01%
60,396
-51,692
737
$1.4M 0.01%
26,196
+17,970
738
$1.39M 0.01%
441,200
-50,156
739
$1.39M 0.01%
53,901
-978
740
$1.39M 0.01%
56,752
-296
741
$1.39M 0.01%
9,986
-737
742
$1.39M 0.01%
57,124
-483
743
$1.38M 0.01%
34,245
+3,485
744
$1.38M 0.01%
58,299
-511
745
$1.38M 0.01%
64,836
-7,040
746
$1.37M 0.01%
27,976
-8,832
747
$1.37M 0.01%
12,898
+536
748
$1.36M 0.01%
52,485
-418
749
$1.36M 0.01%
18,564
+3,030
750
$1.36M 0.01%
79,879
+32,372
28 29
30
31 32