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
76
$47.4M 0.33%
197,280
-101,352
77
$47.2M 0.33%
677,302
+56,044
78
$47M 0.33%
397,276
-533,716
79
$46.7M 0.33%
344,685
-9,088
80
$46.6M 0.33%
434,757
-35,493
81
$46.2M 0.33%
766,716
-21,530
82
$46.1M 0.32%
197,529
-4,231
83
$45.8M 0.32%
286,617
-20,022
84
$45.5M 0.32%
995,806
-28,051
85
$45.3M 0.32%
644,942
-19,024
86
$45.3M 0.32%
1,294,676
-2,604
87
$45M 0.32%
848,792
+191,199
88
$44.4M 0.31%
331,986
-8,839
89
$44M 0.31%
384,194
-121,396
90
$43.6M 0.31%
376,569
-10,519
91
$43.2M 0.3%
978,548
+221
92
$42.8M 0.3%
236,405
-7,640
93
$42.8M 0.3%
273,403
+16,639
94
$42.3M 0.3%
487,005
+278,712
95
$42.2M 0.3%
77,894
+5,520
96
$42.1M 0.3%
1,174,107
-30,702
97
$41.7M 0.29%
152,296
+9,269
98
$41.4M 0.29%
497,634
-13,445
99
$41.3M 0.29%
218,021
-60,356
100
$41.2M 0.29%
665,292
+102,671
2 3
4
5 6