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
1051
$303K ﹤0.01%
+41,866
1052
$302K ﹤0.01%
61,100
1053
$301K ﹤0.01%
10,135
-1,266
1054
$296K ﹤0.01%
25,073
-100
1055
$295K ﹤0.01%
14,340
-180
1056
$294K ﹤0.01%
6,794
-6,483
1057
$293K ﹤0.01%
24,695
+9,690
1058
$291K ﹤0.01%
23,049
+8,978
1059
$291K ﹤0.01%
20,800
1060
$289K ﹤0.01%
998
1061
$288K ﹤0.01%
12,786
+2,811
1062
$286K ﹤0.01%
5,175
+160
1063
$286K ﹤0.01%
4,445
1064
$286K ﹤0.01%
64,999
1065
$285K ﹤0.01%
14,145
+1,969
1066
$284K ﹤0.01%
3,330
+440
1067
$284K ﹤0.01%
825
-27
1068
$283K ﹤0.01%
16,989
-1,566
1069
$282K ﹤0.01%
18,609
-32
1070
$281K ﹤0.01%
9,182
+56
1071
$280K ﹤0.01%
+5,375
1072
$279K ﹤0.01%
7,413
+1
1073
$274K ﹤0.01%
16,771
+366
1074
$273K ﹤0.01%
+5,863
1075
$273K ﹤0.01%
7,809
-40,603
41 42
43
44 45