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 9.61%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
– –
-46,403
1277
– –
-119,733
1278
– –
-10,595
1279
– –
-7,590
1280
– –
-934
1281
– –
-8,173
1282
– –
-101,275
1283
– –
-4,055
1284
– –
-3,950
1285
– –
-55,250
1286
– –
-17,807
1287
– –
-31,948
1288
– –
-5,794
1289
– –
-13,629
1290
– –
-30,161
1291
– –
-39,606
1292
– –
-7,684
1293
– –
-14,652
1294
– –
-18,054
1295
– –
-15,838
1296
– –
-24,309
1297
– –
-13,850
1298
– –
-85,635
1299
– –
-24,738
1300
– –
-5,915
50 51
52
53 54