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
751
$1.34M 0.01%
11,472
-7,483
752
$1.33M 0.01%
19,665
-13,995
753
$1.32M 0.01%
93,494
+946
754
$1.31M 0.01%
25,972
+2,315
755
$1.3M 0.01%
19,625
+753
756
$1.29M 0.01%
21,734
-11,614
757
$1.29M 0.01%
24,069
+17,242
758
$1.29M 0.01%
119,291
+27,557
759
$1.29M 0.01%
8,702
-5,634
760
$1.29M 0.01%
+118,433
761
$1.28M 0.01%
24,005
-2,168
762
$1.28M 0.01%
93,370
-4,867
763
$1.28M 0.01%
15,814
-2,561
764
$1.27M 0.01%
16,248
-501
765
$1.27M 0.01%
151,990
+11,759
766
$1.26M 0.01%
144,495
-9,580
767
$1.26M 0.01%
10,362
+92
768
$1.25M 0.01%
11,001
-4,318
769
$1.25M 0.01%
24,740
-140
770
$1.24M 0.01%
24,382
+3,457
771
$1.23M 0.01%
127,555
+61,805
772
$1.23M 0.01%
27,110
+27
773
$1.23M 0.01%
17,811
+6,515
774
$1.23M 0.01%
97,385
+945
775
$1.22M 0.01%
10,025
29 30
31
32 33