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
901
$773K 0.01%
+20,019
902
$771K 0.01%
2,731
-165
903
$751K 0.01%
108,507
-26,286
904
$747K 0.01%
+6,526
905
$745K 0.01%
6,337
+3,775
906
$744K 0.01%
10,915
907
$737K 0.01%
5,035
-723
908
$736K 0.01%
41,861
+9,026
909
$730K 0.01%
13,776
-634
910
$724K 0.01%
12,555
-362
911
$721K 0.01%
131,647
+11,135
912
$721K 0.01%
56,897
+27,850
913
$718K 0.01%
36,314
-9,366
914
$716K 0.01%
35,654
+3,412
915
$715K 0.01%
119,559
+10,885
916
$714K 0.01%
22,308
+287
917
$712K 0.01%
14,578
+6,006
918
$705K 0.01%
14,072
-29,363
919
$705K 0.01%
11,125
-1,180
920
$703K ﹤0.01%
39,079
+15,721
921
$698K ﹤0.01%
53,687
+1,343
922
$693K ﹤0.01%
53,225
+30,812
923
$687K ﹤0.01%
11,917
-222
924
$687K ﹤0.01%
+63,050
925
$686K ﹤0.01%
4,325
+450
35 36
37
38 39