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
1051
$432K ﹤0.01%
18,280
-110
1052
$430K ﹤0.01%
71,470
-2,486
1053
$429K ﹤0.01%
39,756
-6,502
1054
$426K ﹤0.01%
+2,765
1055
$425K ﹤0.01%
42,918
+2,199
1056
$424K ﹤0.01%
16,732
-8,373
1057
$424K ﹤0.01%
15,002
1058
$423K ﹤0.01%
4,021
-257
1059
$420K ﹤0.01%
+17,027
1060
$419K ﹤0.01%
3,048
-579
1061
$418K ﹤0.01%
19,801
-62,879
1062
$414K ﹤0.01%
5,248
-92
1063
$413K ﹤0.01%
+10,738
1064
$409K ﹤0.01%
26,546
-1,217
1065
$409K ﹤0.01%
11,610
+3,594
1066
$408K ﹤0.01%
9,281
+3,894
1067
$405K ﹤0.01%
22,232
1068
$396K ﹤0.01%
26,270
-23,703
1069
$387K ﹤0.01%
4,446
+511
1070
$386K ﹤0.01%
8,427
+1,007
1071
$383K ﹤0.01%
2,752
+966
1072
$380K ﹤0.01%
16,050
-3,944
1073
$380K ﹤0.01%
2,253
1074
$377K ﹤0.01%
171,310
1075
$376K ﹤0.01%
9,698
+150
41 42
43
44 45