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
1151
$182K ﹤0.01%
18,169
+2,772
1152
$181K ﹤0.01%
6,781
-2,656
1153
$178K ﹤0.01%
11,853
-10,872
1154
$176K ﹤0.01%
67
+21
1155
$175K ﹤0.01%
12,325
-3,650
1156
$166K ﹤0.01%
12,000
1157
$164K ﹤0.01%
13,021
-535
1158
$159K ﹤0.01%
12,088
-28,340
1159
$157K ﹤0.01%
4,620
-354
1160
$156K ﹤0.01%
22,000
1161
$153K ﹤0.01%
10,139
-100
1162
$147K ﹤0.01%
11,118
-1,600
1163
$146K ﹤0.01%
+10,268
1164
$145K ﹤0.01%
+12,378
1165
$143K ﹤0.01%
10,087
1166
$143K ﹤0.01%
10,337
1167
$132K ﹤0.01%
11,048
1168
$131K ﹤0.01%
23,274
1169
$129K ﹤0.01%
12,073
-300
1170
$129K ﹤0.01%
10,615
1171
$127K ﹤0.01%
11,900
1172
$126K ﹤0.01%
10,600
-150
1173
$115K ﹤0.01%
14,518
+390
1174
$113K ﹤0.01%
12,447
1175
$98K ﹤0.01%
17,520
-700
45 46
47
48 49