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
1151
$264K ﹤0.01%
9,275
+2,573
1152
$263K ﹤0.01%
+2,895
1153
$262K ﹤0.01%
11,775
-1
1154
$262K ﹤0.01%
2,730
+147
1155
$261K ﹤0.01%
6,756
-10,586
1156
$257K ﹤0.01%
+5,527
1157
$255K ﹤0.01%
4,718
+868
1158
$255K ﹤0.01%
25,860
1159
$254K ﹤0.01%
3,280
-195
1160
$252K ﹤0.01%
46,400
1161
$251K ﹤0.01%
4,726
1162
$250K ﹤0.01%
4,001
1163
$249K ﹤0.01%
15,000
1164
$249K ﹤0.01%
23,826
+13,800
1165
$248K ﹤0.01%
4,160
+300
1166
$248K ﹤0.01%
1,750
-859
1167
$247K ﹤0.01%
+4,600
1168
$247K ﹤0.01%
+8,776
1169
$246K ﹤0.01%
10,000
-3,988
1170
$245K ﹤0.01%
22,032
-11,613
1171
$243K ﹤0.01%
11,161
-487
1172
$241K ﹤0.01%
4,282
-75
1173
$240K ﹤0.01%
+4,803
1174
$238K ﹤0.01%
3,930
+524
1175
$238K ﹤0.01%
19,095
-100
45 46
47
48 49