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
101
$41.2M 0.29%
580,167
-112,994
102
$41.1M 0.29%
1,123,409
+9,644
103
$40.7M 0.29%
239,844
+42,092
104
$40.3M 0.28%
1,635,336
-37,214
105
$39.9M 0.28%
505,372
-14,147
106
$39.8M 0.28%
1,326,301
+45,210
107
$39.6M 0.28%
596,195
+23,706
108
$39.4M 0.28%
177,812
-17,973
109
$39.1M 0.28%
618,922
+15,542
110
$39M 0.27%
1,405,181
-34,243
111
$38.8M 0.27%
531,277
-31,954
112
$38.5M 0.27%
583,841
+108,172
113
$38.1M 0.27%
342,022
+337,168
114
$37.9M 0.27%
258,272
+1,679
115
$37.8M 0.27%
344,777
-8,847
116
$37.7M 0.27%
406,546
+35,810
117
$37.6M 0.27%
2,282,700
+2,248,620
118
$36.5M 0.26%
525,200
-201,376
119
$36.4M 0.26%
533,603
-15,050
120
$36.2M 0.25%
266,781
-26,132
121
$36.1M 0.25%
478,937
+37,545
122
$35.6M 0.25%
313,945
-17,070
123
$35.6M 0.25%
527,395
+5,424
124
$35.3M 0.25%
233,787
+57,025
125
$35.2M 0.25%
299,349
-7,718
3 4
5
6 7