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
826
$997K 0.01%
30,758
+1,237
827
$995K 0.01%
47,049
+1,072
828
$994K 0.01%
10,601
-150
829
$994K 0.01%
68,568
-758
830
$990K 0.01%
9,923
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831
$986K 0.01%
36,134
-3,561
832
$981K 0.01%
73,757
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833
$981K 0.01%
47,184
+8,991
834
$981K 0.01%
8,006
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835
$971K 0.01%
15,227
-1,031
836
$963K 0.01%
6,285
-956
837
$956K 0.01%
24,848
-124
838
$956K 0.01%
97,688
-649
839
$954K 0.01%
7,005
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840
$951K 0.01%
11,365
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$949K 0.01%
9,066
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842
$947K 0.01%
30,265
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843
$934K 0.01%
18,446
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844
$931K 0.01%
19,974
-130
845
$930K 0.01%
12,202
+3,825
846
$929K 0.01%
45,720
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847
$921K 0.01%
9,186
+4,454
848
$916K 0.01%
70,492
-36,957
849
$913K 0.01%
8,705
-9,229
850
$912K 0.01%
55,785
+3,136
32 33
34
35 36