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
1301
– –
-934
1302
– –
-8,173
1303
– –
-101,275
1304
– –
-4,055
1305
– –
-3,894
1306
– –
-55,250
1307
– –
-17,807
1308
– –
-31,948
1309
– –
-5,794
1310
– –
-13,629
1311
– –
-7,684
1312
– –
-14,652
1313
– –
-18,054
1314
– –
-15,838
1315
– –
-24,309
1316
– –
-13,850
1317
– –
-85,635
1318
– –
-24,738
1319
– –
-5,915
1320
– –
-22,417
1321
– –
-7,862
1322
– –
-23,544
1323
– –
-9,376
1324
– –
-5,201
1325
– –
-7,951
50 51 52
53
54