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
1176
$237K ﹤0.01%
+12,573
1177
$235K ﹤0.01%
+4,872
1178
$233K ﹤0.01%
6,191
1179
$231K ﹤0.01%
10,087
1180
$231K ﹤0.01%
11,866
+557
1181
$230K ﹤0.01%
5,114
-538
1182
$229K ﹤0.01%
3,256
-303
1183
$229K ﹤0.01%
+5,967
1184
$229K ﹤0.01%
4,027
+318
1185
$229K ﹤0.01%
2,736
-1,691
1186
$227K ﹤0.01%
6,195
1187
$225K ﹤0.01%
3,658
-545
1188
$225K ﹤0.01%
+1,743
1189
$224K ﹤0.01%
5,407
-248
1190
$224K ﹤0.01%
4,766
1191
$223K ﹤0.01%
3,005
-5,683
1192
$222K ﹤0.01%
2,500
1193
$220K ﹤0.01%
10,271
-600
1194
$220K ﹤0.01%
+2,768
1195
$219K ﹤0.01%
33,123
+2,379
1196
$217K ﹤0.01%
+4,237
1197
$214K ﹤0.01%
+7,431
1198
$214K ﹤0.01%
1,275
-250
1199
$213K ﹤0.01%
1,933
+20
1200
$213K ﹤0.01%
26,723
-5,265