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
1101
$243K ﹤0.01%
+22,096
1102
$242K ﹤0.01%
+4,353
1103
$242K ﹤0.01%
+11,848
1104
$239K ﹤0.01%
5,464
1105
$238K ﹤0.01%
2,438
-141
1106
$236K ﹤0.01%
4,303
1107
$236K ﹤0.01%
3,233
-400
1108
$235K ﹤0.01%
11,375
+2,551
1109
$234K ﹤0.01%
2,172
-45
1110
$234K ﹤0.01%
2,017
-1,245
1111
$233K ﹤0.01%
10,270
-83
1112
$233K ﹤0.01%
3,500
1113
$232K ﹤0.01%
9,856
1114
$232K ﹤0.01%
4,000
1115
$231K ﹤0.01%
4,089
1116
$225K ﹤0.01%
2,878
-2,170
1117
$223K ﹤0.01%
16,711
1118
$223K ﹤0.01%
+1,118
1119
$222K ﹤0.01%
3,888
+128
1120
$222K ﹤0.01%
3,487
+226
1121
$222K ﹤0.01%
+3,743
1122
$220K ﹤0.01%
6,495
-531
1123
$220K ﹤0.01%
8,205
1124
$219K ﹤0.01%
+2,023
1125
$217K ﹤0.01%
+3,437
43 44
45
46 47