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
1201
$212K ﹤0.01%
+4,036
1202
$212K ﹤0.01%
+5,649
1203
$207K ﹤0.01%
3,142
-63
1204
$207K ﹤0.01%
+8,158
1205
$206K ﹤0.01%
+3,555
1206
$204K ﹤0.01%
14,036
-1,894
1207
$204K ﹤0.01%
7,562
-3,522
1208
$202K ﹤0.01%
+19,155
1209
$201K ﹤0.01%
4,000
-1
1210
$201K ﹤0.01%
10,257
-2,025
1211
$200K ﹤0.01%
+4,914
1212
$193K ﹤0.01%
17,351
-5,459
1213
$190K ﹤0.01%
+10,246
1214
$187K ﹤0.01%
16,554
-208
1215
$184K ﹤0.01%
23,301
+2,500
1216
$176K ﹤0.01%
13,775
-1,390
1217
$171K ﹤0.01%
13,500
-1
1218
$171K ﹤0.01%
56,583
-300
1219
$169K ﹤0.01%
11,352
+1,001
1220
$150K ﹤0.01%
11,856
+1,339
1221
$147K ﹤0.01%
16,994
-1
1222
$147K ﹤0.01%
10,950
-1
1223
$146K ﹤0.01%
12,314
+1,611
1224
$146K ﹤0.01%
21,903
-1
1225
$145K ﹤0.01%
22,139
-1
47 48
49
50 51