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
851
$696K 0.01%
5,262
-238
852
$695K 0.01%
35,384
+14,758
853
$692K 0.01%
25,347
+135
854
$691K 0.01%
14,565
855
$690K 0.01%
17,328
856
$684K 0.01%
5,562
+234
857
$676K 0.01%
25,105
858
$675K 0.01%
46,376
+30,338
859
$675K 0.01%
10,646
-525
860
$665K 0.01%
11,575
861
$657K 0.01%
49,700
+1,838
862
$657K 0.01%
43,447
+55
863
$650K 0.01%
16,287
-116
864
$648K 0.01%
+39,707
865
$645K 0.01%
7,776
-2,933
866
$645K 0.01%
128,315
+9,706
867
$642K 0.01%
16,844
-10,916
868
$642K 0.01%
12,585
-50
869
$641K 0.01%
43,520
-2,150
870
$640K 0.01%
11,164
-262
871
$634K 0.01%
98,500
872
$632K 0.01%
11,608
-57,805
873
$629K 0.01%
24,528
+1,600
874
$626K 0.01%
24,653
+1,250
875
$625K 0.01%
+43,856
33 34
35
36 37