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
1126
$217K ﹤0.01%
4,371
-255
1127
$216K ﹤0.01%
4,457
-200
1128
$214K ﹤0.01%
36,801
-763
1129
$214K ﹤0.01%
4,826
-343
1130
$214K ﹤0.01%
2,444
1131
$213K ﹤0.01%
20,194
1132
$213K ﹤0.01%
6,045
-100
1133
$212K ﹤0.01%
+16,975
1134
$211K ﹤0.01%
3,815
-3,403
1135
$211K ﹤0.01%
8,150
+417
1136
$211K ﹤0.01%
+4,188
1137
$210K ﹤0.01%
+11,137
1138
$208K ﹤0.01%
16,253
-1,106
1139
$208K ﹤0.01%
2,990
-15,965
1140
$206K ﹤0.01%
14,215
-833
1141
$204K ﹤0.01%
3,150
1142
$204K ﹤0.01%
+4,719
1143
$203K ﹤0.01%
+746
1144
$203K ﹤0.01%
+2,809
1145
$201K ﹤0.01%
+7,887
1146
$192K ﹤0.01%
25,493
1147
$190K ﹤0.01%
15,463
1148
$188K ﹤0.01%
+12,989
1149
$185K ﹤0.01%
14,615
-1,150
1150
$184K ﹤0.01%
4,417
+40
44 45
46
47 48