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
1176
$87K ﹤0.01%
4,810
-1,726
1177
$86K ﹤0.01%
10,000
1178
$85K ﹤0.01%
10,553
1179
$83K ﹤0.01%
14,223
+318
1180
$81K ﹤0.01%
4,661
+647
1181
$76K ﹤0.01%
14,286
-158,255
1182
$70K ﹤0.01%
20,598
1183
$69K ﹤0.01%
3,603
-437
1184
$67K ﹤0.01%
11,582
1185
$65K ﹤0.01%
250
1186
$63K ﹤0.01%
10,000
1187
$56K ﹤0.01%
11,246
1188
$52K ﹤0.01%
10,535
1189
$20K ﹤0.01%
42,607
1190
$16K ﹤0.01%
5,000
1191
$15K ﹤0.01%
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1192
– –
-26,179
1193
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1194
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1195
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1196
– –
-55,600
1197
– –
-12,868
1198
– –
-28,321
1199
– –
-63,232
1200
– –
-1,077,793
46 47
48
49 50