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
876
$846K 0.01%
22,939
-3,566
877
$844K 0.01%
72,966
+30,627
878
$844K 0.01%
9,246
-1,442
879
$831K 0.01%
40,748
+576
880
$830K 0.01%
137,374
-2,109
881
$826K 0.01%
55,892
+646
882
$824K 0.01%
+55,359
883
$820K 0.01%
38,269
+13,039
884
$819K 0.01%
24,256
-4,719
885
$818K 0.01%
+90,019
886
$816K 0.01%
27,068
+1,757
887
$813K 0.01%
4,979
+893
888
$811K 0.01%
29,867
-450
889
$810K 0.01%
30,006
-1,736
890
$805K 0.01%
15,291
-3,159
891
$804K 0.01%
39,518
+1,580
892
$795K 0.01%
39,245
-436
893
$792K 0.01%
35,178
+345
894
$786K 0.01%
13,374
-951
895
$786K 0.01%
13,051
-3,750
896
$785K 0.01%
72,055
+837
897
$781K 0.01%
12,781
+3,218
898
$777K 0.01%
14,020
+5,798
899
$776K 0.01%
31,329
-174
900
$774K 0.01%
5,560
-5,317
34 35
36
37 38