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
976
$576K ﹤0.01%
22,285
-28,495
977
$576K ﹤0.01%
10,280
-1,095
978
$575K ﹤0.01%
33,507
+6,655
979
$574K ﹤0.01%
9,951
980
$574K ﹤0.01%
25,383
+7,674
981
$571K ﹤0.01%
5,802
982
$571K ﹤0.01%
5,718
-150
983
$566K ﹤0.01%
9,702
+2,185
984
$565K ﹤0.01%
27,838
+2,513
985
$561K ﹤0.01%
18,854
+10,632
986
$560K ﹤0.01%
58,177
-5,552
987
$559K ﹤0.01%
5,630
+3,225
988
$558K ﹤0.01%
7,302
-199
989
$557K ﹤0.01%
+10,002
990
$555K ﹤0.01%
43,584
-1,368
991
$554K ﹤0.01%
9,256
-1,135
992
$552K ﹤0.01%
21,431
+402
993
$549K ﹤0.01%
6,434
-273
994
$543K ﹤0.01%
18,955
-34,280
995
$541K ﹤0.01%
4,565
-203
996
$538K ﹤0.01%
19,702
+4,387
997
$538K ﹤0.01%
5,100
-1
998
$537K ﹤0.01%
6,042
+59
999
$536K ﹤0.01%
7,797
+754
1000
$536K ﹤0.01%
+17,390
38 39
40
41 42