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
851
$908K 0.01%
36,832
+2,193
852
$906K 0.01%
24,385
+250
853
$905K 0.01%
35,969
-1,129
854
$904K 0.01%
12,389
+6,882
855
$902K 0.01%
17,764
+5,646
856
$901K 0.01%
65,077
-6,046
857
$896K 0.01%
73,956
+7,720
858
$892K 0.01%
39,718
-11,047
859
$890K 0.01%
15,350
+635
860
$888K 0.01%
5,867
-608
861
$887K 0.01%
17,239
+9,479
862
$885K 0.01%
21,080
-18,996
863
$881K 0.01%
27,692
+11,081
864
$872K 0.01%
19,971
+1,740
865
$872K 0.01%
7,505
-253
866
$864K 0.01%
23,409
-250
867
$863K 0.01%
426,098
+28,000
868
$857K 0.01%
23,200
869
$857K 0.01%
9,252
-299,100
870
$856K 0.01%
62,799
-4,490
871
$855K 0.01%
7,428
+4,691
872
$854K 0.01%
17,464
-2,021
873
$853K 0.01%
50,360
-63,850
874
$853K 0.01%
47,004
+7,257
875
$852K 0.01%
13,808
+860
33 34
35
36 37