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
76
$39.3M 0.35%
485,050
-400,335
77
$38.4M 0.34%
464,795
+23,774
78
$38M 0.34%
416,284
+51,693
79
$38M 0.34%
249,163
+4,196
80
$38M 0.34%
363,300
+12,051
81
$37.4M 0.34%
+473,084
82
$37.2M 0.33%
510,121
+38,751
83
$37.1M 0.33%
288,988
+1,419
84
$37M 0.33%
876,033
+51,243
85
$36.5M 0.33%
762,605
-259,501
86
$36.4M 0.33%
283,130
+9,920
87
$36.4M 0.33%
357,465
-33,566
88
$36.2M 0.32%
449,443
-3,678
89
$36.2M 0.32%
947,359
+129,156
90
$35.2M 0.32%
593,830
-147,146
91
$35M 0.31%
230,306
-81,955
92
$34.9M 0.31%
361,242
+81,287
93
$34.5M 0.31%
555,500
+4,862
94
$34M 0.3%
482,347
-11,463
95
$34M 0.3%
418,611
-3,236
96
$33.3M 0.3%
276,808
+190,694
97
$33M 0.3%
725,208
-2,924
98
$32.7M 0.29%
729,567
+5,421
99
$32.2M 0.29%
801,920
+1,940
100
$32.2M 0.29%
1,007,928
+40,063
2 3
4
5 6