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
1026
$477K ﹤0.01%
7,819
1027
$472K ﹤0.01%
7,408
+495
1028
$469K ﹤0.01%
3,686
+299
1029
$468K ﹤0.01%
18,507
-10,201
1030
$467K ﹤0.01%
31,707
-325
1031
$466K ﹤0.01%
3,860
-252
1032
$461K ﹤0.01%
20,327
+815
1033
$456K ﹤0.01%
19,254
-1,564
1034
$456K ﹤0.01%
4,371
-339
1035
$455K ﹤0.01%
37,103
+3,331
1036
$454K ﹤0.01%
+9,008
1037
$454K ﹤0.01%
4,072
+281
1038
$452K ﹤0.01%
7,317
-976
1039
$451K ﹤0.01%
34,683
+23,784
1040
$450K ﹤0.01%
+20,224
1041
$447K ﹤0.01%
16,752
-2,128
1042
$447K ﹤0.01%
+15,296
1043
$447K ﹤0.01%
5,164
+2,343
1044
$446K ﹤0.01%
30,750
-8,373
1045
$444K ﹤0.01%
7,167
+698
1046
$440K ﹤0.01%
25,079
+657
1047
$440K ﹤0.01%
7,995
-724
1048
$438K ﹤0.01%
9,386
+3,976
1049
$435K ﹤0.01%
44,678
+19,706
1050
$434K ﹤0.01%
+7,610
40 41
42
43 44