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
901
$567K 0.01%
2,545
-3
902
$567K 0.01%
37,408
+215
903
$562K 0.01%
5,649
-85
904
$561K 0.01%
29,178
-59
905
$557K 0.01%
7,322
+415
906
$557K 0.01%
20,348
907
$555K 0.01%
12,733
+559
908
$555K 0.01%
54,793
+343
909
$555K 0.01%
10,538
910
$554K 0.01%
26,936
-28,757
911
$552K ﹤0.01%
21,950
-9,455
912
$552K ﹤0.01%
+79,475
913
$550K ﹤0.01%
8,965
+84
914
$549K ﹤0.01%
40,186
-1,449
915
$549K ﹤0.01%
438
-35
916
$548K ﹤0.01%
34,945
+2,273
917
$547K ﹤0.01%
5,470
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918
$546K ﹤0.01%
20,975
-2,635
919
$545K ﹤0.01%
8,689
+2,912
920
$542K ﹤0.01%
16,487
+153
921
$537K ﹤0.01%
30,427
+303
922
$536K ﹤0.01%
2,766
-5,098
923
$533K ﹤0.01%
51,777
+26,896
924
$533K ﹤0.01%
8,155
+3,370
925
$533K ﹤0.01%
50,313
+34,313
35 36
37
38 39