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
1126
$300K ﹤0.01%
5,036
-300
1127
$300K ﹤0.01%
+4,989
1128
$299K ﹤0.01%
5,685
1129
$297K ﹤0.01%
16,832
-20,515
1130
$294K ﹤0.01%
4,202
+678
1131
$294K ﹤0.01%
11,704
+1,848
1132
$292K ﹤0.01%
5,244
-138
1133
$290K ﹤0.01%
8,672
-151,354
1134
$282K ﹤0.01%
8,227
-10,393
1135
$280K ﹤0.01%
2,010
-58
1136
$280K ﹤0.01%
+5,050
1137
$279K ﹤0.01%
4,648
-3,781
1138
$278K ﹤0.01%
+3,957
1139
$275K ﹤0.01%
10,295
-194
1140
$275K ﹤0.01%
20,138
+550
1141
$274K ﹤0.01%
5,191
1142
$273K ﹤0.01%
+4,487
1143
$273K ﹤0.01%
7,231
+189
1144
$272K ﹤0.01%
5,606
-832
1145
$272K ﹤0.01%
22,964
+711
1146
$271K ﹤0.01%
+7,150
1147
$271K ﹤0.01%
15,000
1148
$268K ﹤0.01%
13,370
-99
1149
$268K ﹤0.01%
+5,968
1150
$265K ﹤0.01%
7,889
-296
44 45
46
47 48