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
776
$1.22M 0.01%
65,503
-668
777
$1.21M 0.01%
31,162
-366
778
$1.21M 0.01%
38,082
-1,881
779
$1.21M 0.01%
74,589
+16,436
780
$1.21M 0.01%
10,990
-46
781
$1.2M 0.01%
13,753
-1,754
782
$1.2M 0.01%
9,221
+98
783
$1.2M 0.01%
16,238
+797
784
$1.18M 0.01%
105,450
+43,154
785
$1.17M 0.01%
46,329
-16,825
786
$1.16M 0.01%
15,873
+7,987
787
$1.16M 0.01%
8,724
-7,554
788
$1.15M 0.01%
188,185
-152,673
789
$1.15M 0.01%
19,990
-14,631
790
$1.15M 0.01%
2,099
+1,309
791
$1.14M 0.01%
27,073
+2,981
792
$1.13M 0.01%
47,233
-4,521
793
$1.12M 0.01%
4,338
+3,050
794
$1.11M 0.01%
52,612
-140
795
$1.1M 0.01%
4,948
+330
796
$1.1M 0.01%
+97,027
797
$1.1M 0.01%
10,413
+2,764
798
$1.1M 0.01%
24,468
+19,999
799
$1.1M 0.01%
52,808
+434
800
$1.09M 0.01%
45,452
-37,667
30 31
32
33 34