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
801
$1.08M 0.01%
+22,079
802
$1.08M 0.01%
10,892
-116
803
$1.08M 0.01%
11,364
-1,010
804
$1.08M 0.01%
17,011
+71
805
$1.07M 0.01%
+161,468
806
$1.07M 0.01%
24,559
+20,751
807
$1.07M 0.01%
31,030
+15,489
808
$1.07M 0.01%
38,242
-484
809
$1.06M 0.01%
65,549
+6,753
810
$1.05M 0.01%
22,063
+9
811
$1.05M 0.01%
25,643
-1,578
812
$1.05M 0.01%
19,960
+885
813
$1.04M 0.01%
+170,297
814
$1.04M 0.01%
9,094
-92
815
$1.04M 0.01%
33,915
-290
816
$1.03M 0.01%
17,082
-41,637
817
$1.03M 0.01%
21,332
-17
818
$1.02M 0.01%
+642
819
$1.02M 0.01%
44,372
+22,533
820
$1.02M 0.01%
+21,718
821
$1.02M 0.01%
13,580
-136
822
$1.01M 0.01%
14,588
+697
823
$1.01M 0.01%
17,150
824
$1M 0.01%
3,270
-23
825
$1M 0.01%
9,326
-5,815
31 32
33
34 35