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
1001
$383K ﹤0.01%
20,649
+391
1002
$376K ﹤0.01%
12,472
+970
1003
$375K ﹤0.01%
15,560
-466
1004
$373K ﹤0.01%
18,400
1005
$372K ﹤0.01%
8,723
1006
$370K ﹤0.01%
633
-42
1007
$369K ﹤0.01%
5,443
+810
1008
$363K ﹤0.01%
2,237
-169
1009
$362K ﹤0.01%
6,028
1010
$361K ﹤0.01%
6,985
+20
1011
$361K ﹤0.01%
3,108
+87
1012
$361K ﹤0.01%
8,515
-5,135
1013
$360K ﹤0.01%
23,115
+1,834
1014
$359K ﹤0.01%
8,140
+1,340
1015
$359K ﹤0.01%
16,974
-1,000
1016
$357K ﹤0.01%
+11,187
1017
$355K ﹤0.01%
22,451
-9,228
1018
$354K ﹤0.01%
19,723
+3,042
1019
$354K ﹤0.01%
24,908
-205
1020
$351K ﹤0.01%
+9,535
1021
$348K ﹤0.01%
5,684
-120
1022
$348K ﹤0.01%
2,765
-20
1023
$345K ﹤0.01%
4,962
-13,691
1024
$343K ﹤0.01%
6,041
1025
$343K ﹤0.01%
10,617
+1,465
39 40
41
42 43