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
1101
$339K ﹤0.01%
9,515
-595
1102
$339K ﹤0.01%
9,227
1103
$337K ﹤0.01%
20,375
+199
1104
$334K ﹤0.01%
9,066
+824
1105
$333K ﹤0.01%
2,700
1106
$333K ﹤0.01%
4,000
1107
$331K ﹤0.01%
+9,881
1108
$331K ﹤0.01%
6,947
+906
1109
$331K ﹤0.01%
5,814
-272,379
1110
$329K ﹤0.01%
6,854
1111
$326K ﹤0.01%
3,866
-24
1112
$321K ﹤0.01%
11,779
1113
$321K ﹤0.01%
17,301
-699
1114
$320K ﹤0.01%
+18,210
1115
$319K ﹤0.01%
1,730
-213
1116
$317K ﹤0.01%
12,496
-9,754
1117
$315K ﹤0.01%
20,840
-6,260
1118
$314K ﹤0.01%
+4,586
1119
$310K ﹤0.01%
7,648
-402
1120
$307K ﹤0.01%
5,395
-250
1121
$306K ﹤0.01%
17,974
-1,599
1122
$304K ﹤0.01%
+1,308
1123
$303K ﹤0.01%
12,212
+1
1124
$303K ﹤0.01%
23,037
-1,275
1125
$302K ﹤0.01%
2,008
+193
43 44
45
46 47