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
951
$626K ﹤0.01%
59,000
-580
952
$625K ﹤0.01%
74,828
-4,157
953
$618K ﹤0.01%
+11,207
954
$618K ﹤0.01%
4,137
+1,779
955
$616K ﹤0.01%
7,770
-42,482
956
$613K ﹤0.01%
2,547
+1
957
$613K ﹤0.01%
35,893
+9,689
958
$612K ﹤0.01%
20,472
-2,502
959
$606K ﹤0.01%
34,127
-2,796
960
$601K ﹤0.01%
+12,460
961
$598K ﹤0.01%
11,080
+1,831
962
$595K ﹤0.01%
10,892
-25,048
963
$593K ﹤0.01%
17,437
-4,830
964
$591K ﹤0.01%
13,165
-149
965
$588K ﹤0.01%
27,130
-145
966
$587K ﹤0.01%
+16,298
967
$586K ﹤0.01%
10,365
-7,107
968
$585K ﹤0.01%
33,840
-10,271
969
$585K ﹤0.01%
16,358
+1,055
970
$582K ﹤0.01%
20,400
-981
971
$582K ﹤0.01%
5,840
-144
972
$581K ﹤0.01%
10,894
-2,724
973
$579K ﹤0.01%
15,344
-3,740
974
$578K ﹤0.01%
6,021
-1
975
$578K ﹤0.01%
28,172
-18,087
37 38
39
40 41