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
776
$910K 0.01%
113,321
-241
777
$902K 0.01%
36,828
-6,648
778
$900K 0.01%
19,157
+13,440
779
$894K 0.01%
50,638
+3,692
780
$893K 0.01%
+35,240
781
$892K 0.01%
17,673
-122
782
$892K 0.01%
20,899
+3,023
783
$892K 0.01%
31,840
-2,696
784
$891K 0.01%
46,503
+31
785
$890K 0.01%
66,318
-486
786
$888K 0.01%
41,028
-550
787
$886K 0.01%
10,153
-102
788
$880K 0.01%
37,110
+170
789
$876K 0.01%
13,809
+4,880
790
$876K 0.01%
59,289
-891
791
$876K 0.01%
11,702
+403
792
$871K 0.01%
84,895
-1,594
793
$871K 0.01%
67,641
+4,731
794
$866K 0.01%
31,283
+5,226
795
$862K 0.01%
10,467
-25
796
$851K 0.01%
44,536
+978
797
$849K 0.01%
78,166
-2,298
798
$848K 0.01%
+12,750
799
$844K 0.01%
25,653
+2,705
800
$844K 0.01%
12,123
+70
30 31
32
33 34