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
$14.7B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,341
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$35.6M
3
+$33M
4
BWXT icon
BWX Technologies
BWXT
+$33M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$28.5M

Top Sells

1
+$64.6M
2
+$50.3M
3
+$43.7M
4
KDP icon
Keurig Dr Pepper
KDP
+$43M
5
LULU icon
lululemon athletica
LULU
+$40M

Sector Composition

1 Technology 15.98%
2 Healthcare 10.96%
3 Industrials 10.89%
4 Financials 9.57%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.53M 0.01%
136,903
+17,612
727
$1.52M 0.01%
112,717
-986
728
$1.52M 0.01%
14,814
+344
729
$1.51M 0.01%
74,089
-250
730
$1.5M 0.01%
56,625
-1,701
731
$1.5M 0.01%
10,719
-110
732
$1.5M 0.01%
25,050
+9,700
733
$1.48M 0.01%
32,306
+1,042
734
$1.47M 0.01%
45,632
-5,382
735
$1.47M 0.01%
22,254
-156
736
$1.47M 0.01%
115,188
-4,524
737
$1.47M 0.01%
+157,000
738
$1.46M 0.01%
21,339
+1,714
739
$1.45M 0.01%
21,920
+13,206
740
$1.43M 0.01%
62,434
+2,038
741
$1.42M 0.01%
26,750
-3
742
$1.41M 0.01%
21,805
+2,140
743
$1.4M 0.01%
22,536
+6,663
744
$1.4M 0.01%
57,490
+738
745
$1.4M 0.01%
64,839
+3
746
$1.4M 0.01%
24,706
-11,877
747
$1.39M 0.01%
146,872
+19,317
748
$1.39M 0.01%
18,804
+240
749
$1.39M 0.01%
54,129
+228
750
$1.39M 0.01%
32,103
+12,132
28 29
30
31 32