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
976
$560K ﹤0.01%
11,824
+744
977
$559K ﹤0.01%
21,028
-403
978
$555K ﹤0.01%
76,302
+1,576
979
$555K ﹤0.01%
10,178
+479
980
$549K ﹤0.01%
+9,591
981
$549K ﹤0.01%
21,529
+1,973
982
$544K ﹤0.01%
14,702
+412
983
$542K ﹤0.01%
22,466
+180
984
$542K ﹤0.01%
5,100
985
$541K ﹤0.01%
10,721
-1,834
986
$541K ﹤0.01%
27,945
-5,895
987
$540K ﹤0.01%
20,400
988
$539K ﹤0.01%
+22,985
989
$538K ﹤0.01%
+32,506
990
$535K ﹤0.01%
4,633
-770
991
$529K ﹤0.01%
13,600
-301
992
$529K ﹤0.01%
31,118
+505
993
$526K ﹤0.01%
+24,365
994
$524K ﹤0.01%
2,262
+9
995
$523K ﹤0.01%
2,410
-1,928
996
$523K ﹤0.01%
13,163
-264
997
$522K ﹤0.01%
8,515
998
$521K ﹤0.01%
8,889
-18,391
999
$520K ﹤0.01%
+32,062
1000
$520K ﹤0.01%
21,234
-4,149
38 39
40
41 42