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
101
$31.2M 0.28%
2,989,496
-1,912,940
102
$31.1M 0.28%
575,901
+174,317
103
$30.9M 0.28%
274,863
+8,885
104
$30.8M 0.28%
251,683
-71,495
105
$30.2M 0.27%
381,965
+19,628
106
$29.7M 0.27%
95,024
+43
107
$29.7M 0.27%
545,402
-19,789
108
$29.6M 0.26%
320,335
+28,595
109
$29.4M 0.26%
209,671
-18
110
$29.3M 0.26%
1,186,326
-14,886
111
$29.1M 0.26%
221,201
+3,978
112
$29M 0.26%
369,127
+15,783
113
$28.9M 0.26%
420,660
-6,555
114
$28.3M 0.25%
234,753
+2,580
115
$28.2M 0.25%
674,080
-67,280
116
$28M 0.25%
+1,068,541
117
$28M 0.25%
719,167
-317
118
$27.7M 0.25%
895,520
+8,535
119
$27.7M 0.25%
314,036
+1,280
120
$27.4M 0.25%
1,118,418
+141,813
121
$27.3M 0.24%
258,273
-29,433
122
$27.1M 0.24%
422,606
-19,357
123
$26.6M 0.24%
1,105,617
+139,452
124
$26.5M 0.24%
534,779
-9,189
125
$26.5M 0.24%
2,501,752
+81,324
3 4
5
6 7