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
1001
$535K ﹤0.01%
3,864
-806
1002
$532K ﹤0.01%
13,901
1003
$530K ﹤0.01%
22,286
+2,380
1004
$525K ﹤0.01%
31,352
-4,190
1005
$522K ﹤0.01%
85,736
+35,986
1006
$520K ﹤0.01%
17,911
-1,132
1007
$517K ﹤0.01%
30,613
+1,144
1008
$515K ﹤0.01%
17,282
+3,276
1009
$514K ﹤0.01%
9,699
-232
1010
$513K ﹤0.01%
+21,621
1011
$510K ﹤0.01%
20,973
+13
1012
$510K ﹤0.01%
8,515
1013
$504K ﹤0.01%
+13,018
1014
$502K ﹤0.01%
13,427
1015
$500K ﹤0.01%
4,473
-68
1016
$500K ﹤0.01%
11,492
-2,978
1017
$499K ﹤0.01%
+40,080
1018
$499K ﹤0.01%
19,556
+1,000
1019
$490K ﹤0.01%
14,290
-104
1020
$487K ﹤0.01%
36,186
+1,702
1021
$486K ﹤0.01%
3,768
+2,138
1022
$485K ﹤0.01%
18,325
+300
1023
$484K ﹤0.01%
10,099
-2,553
1024
$478K ﹤0.01%
53,814
-6,300
1025
$477K ﹤0.01%
3,184
+60
39 40
41
42 43