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
1076
$273K ﹤0.01%
29,219
+18
1077
$271K ﹤0.01%
3,430
-58
1078
$270K ﹤0.01%
5,479
1079
$270K ﹤0.01%
25,600
1080
$269K ﹤0.01%
20,657
1081
$269K ﹤0.01%
11,540
+82
1082
$266K ﹤0.01%
17,017
1083
$266K ﹤0.01%
2,041
-106
1084
$266K ﹤0.01%
3,143
-128
1085
$263K ﹤0.01%
6,656
1086
$263K ﹤0.01%
30,189
+1,500
1087
$262K ﹤0.01%
+19,178
1088
$262K ﹤0.01%
13,209
1089
$259K ﹤0.01%
34,569
+1,476
1090
$254K ﹤0.01%
17,200
1091
$253K ﹤0.01%
32,800
-500
1092
$253K ﹤0.01%
+6,679
1093
$251K ﹤0.01%
+7,050
1094
$250K ﹤0.01%
15,402
-2,060
1095
$250K ﹤0.01%
34,849
1096
$250K ﹤0.01%
13,044
+533
1097
$249K ﹤0.01%
2,725
-100
1098
$247K ﹤0.01%
+3,290
1099
$247K ﹤0.01%
1,558
1100
$243K ﹤0.01%
11,515
-885
42 43
44
45 46