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
1226
$144K ﹤0.01%
10,000
1227
$140K ﹤0.01%
17,904
-484
1228
$139K ﹤0.01%
11,300
-225
1229
$138K ﹤0.01%
11,820
-1,600
1230
$129K ﹤0.01%
12,391
1231
$128K ﹤0.01%
40,293
+288
1232
$125K ﹤0.01%
+11,650
1233
$104K ﹤0.01%
10,701
1234
$103K ﹤0.01%
53,333
1235
$103K ﹤0.01%
14,286
1236
$79K ﹤0.01%
5,070
+1,251
1237
$77K ﹤0.01%
11,143
+435
1238
$66K ﹤0.01%
10,301
-3,200
1239
$60K ﹤0.01%
3,396
+126
1240
$58K ﹤0.01%
24,596
1241
$49K ﹤0.01%
42,607
1242
$38K ﹤0.01%
12,000
1243
$35K ﹤0.01%
333
1244
$33K ﹤0.01%
17,125
-2
1245
$30K ﹤0.01%
457
-29,303
1246
$29K ﹤0.01%
+42,000
1247
$20K ﹤0.01%
78,459
1248
– –
-10,883
1249
– –
-30,161
1250
– –
-39,606
48 49
50
51 52