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
926
$684K ﹤0.01%
584
-94
927
$683K ﹤0.01%
12,988
+49
928
$682K ﹤0.01%
100,200
+2,000
929
$675K ﹤0.01%
26,482
-855
930
$669K ﹤0.01%
7,245
-1,786
931
$667K ﹤0.01%
1,871
+335
932
$664K ﹤0.01%
+11,154
933
$660K ﹤0.01%
10,921
+3,983
934
$658K ﹤0.01%
41,450
+14,520
935
$654K ﹤0.01%
21,529
+314
936
$654K ﹤0.01%
16,173
-973
937
$653K ﹤0.01%
9,356
-334
938
$652K ﹤0.01%
29,516
+1,468
939
$652K ﹤0.01%
11,053
+6,056
940
$649K ﹤0.01%
8,714
+1,681
941
$646K ﹤0.01%
74,726
-957
942
$644K ﹤0.01%
12,482
+8,450
943
$644K ﹤0.01%
5,403
+828
944
$637K ﹤0.01%
+24,012
945
$635K ﹤0.01%
51,561
-1,653
946
$634K ﹤0.01%
15,176
-1,836
947
$633K ﹤0.01%
5,550
+1,731
948
$630K ﹤0.01%
11,165
+591
949
$629K ﹤0.01%
5,809
-51
950
$627K ﹤0.01%
49,351
-9,989
36 37
38
39 40