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
$14.7B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,341
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$35.6M
3
+$33M
4
BWXT icon
BWX Technologies
BWXT
+$33M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$28.5M

Top Sells

1
+$64.6M
2
+$50.3M
3
+$43.7M
4
KDP icon
Keurig Dr Pepper
KDP
+$43M
5
LULU icon
lululemon athletica
LULU
+$40M

Sector Composition

1 Technology 15.98%
2 Healthcare 10.96%
3 Industrials 10.89%
4 Financials 9.57%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$49.7M 0.34%
371,752
-4,817
77
$49.7M 0.34%
1,177,542
-746,625
78
$49.6M 0.34%
287,635
+53,848
79
$49.5M 0.34%
722,280
+131,132
80
$48.6M 0.33%
1,141,106
+292,314
81
$48.6M 0.33%
272,706
+36,301
82
$48.3M 0.33%
576,577
+71,205
83
$48M 0.33%
333,422
-11,263
84
$47.5M 0.32%
1,239,350
+45,167
85
$47.2M 0.32%
539,099
+52,094
86
$46.1M 0.31%
178,976
-53,263
87
$45.4M 0.31%
91,002
+13,108
88
$45.2M 0.31%
567,790
-28,405
89
$45M 0.31%
672,609
-4,693
90
$44.5M 0.3%
665,531
+138,136
91
$44.4M 0.3%
982,889
-12,917
92
$44.3M 0.3%
1,071,443
+92,895
93
$43.7M 0.3%
150,508
-1,788
94
$43.6M 0.3%
721,514
+56,222
95
$43.2M 0.29%
198,182
+58,455
96
$43M 0.29%
258,416
+56,414
97
$42.9M 0.29%
315,414
+65,598
98
$42.7M 0.29%
272,541
-862
99
$42.6M 0.29%
317,414
+3,469
100
$42.5M 0.29%
1,330,887
-17,229
2 3
4
5 6