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
926
$532K ﹤0.01%
21,462
+4,599
927
$530K ﹤0.01%
63,194
-2,000
928
$528K ﹤0.01%
7,800
-10,175
929
$525K ﹤0.01%
44,941
-1,407
930
$524K ﹤0.01%
17,075
+1,290
931
$512K ﹤0.01%
46,486
-37,442
932
$512K ﹤0.01%
24,587
+1,011
933
$509K ﹤0.01%
16,556
-2,466
934
$509K ﹤0.01%
63,680
-500
935
$507K ﹤0.01%
30,595
+4,644
936
$500K ﹤0.01%
17,052
+2,207
937
$500K ﹤0.01%
15,251
-479
938
$496K ﹤0.01%
31,907
+5,769
939
$496K ﹤0.01%
31,502
+1,688
940
$494K ﹤0.01%
10,716
+135
941
$492K ﹤0.01%
27,758
-13,422
942
$490K ﹤0.01%
+34,411
943
$484K ﹤0.01%
10,187
-99
944
$483K ﹤0.01%
17,625
+1,407
945
$482K ﹤0.01%
+11,958
946
$482K ﹤0.01%
5,967
+1,301
947
$481K ﹤0.01%
38,522
-1,831
948
$480K ﹤0.01%
116,702
-2,784
949
$479K ﹤0.01%
15,814
+445
950
$478K ﹤0.01%
5,990
-2,675
36 37
38
39 40