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
126
$25.9M 0.23%
+335,524
127
$25.6M 0.23%
221,537
+6,341
128
$25.4M 0.23%
488,879
-68,391
129
$25M 0.22%
296,110
-35,236
130
$24.8M 0.22%
1,844,080
-1,159,280
131
$24.6M 0.22%
113,159
+1,301
132
$24.5M 0.22%
293,370
-146,687
133
$24.3M 0.22%
2,873,600
+2,491,750
134
$23.9M 0.21%
564,859
-30,927
135
$23.9M 0.21%
1,755,075
+31,020
136
$23.5M 0.21%
593,931
-400,540
137
$22.9M 0.2%
491,278
-92,608
138
$22.9M 0.2%
150,614
+2,057
139
$22.8M 0.2%
+343,231
140
$22.8M 0.2%
389,733
-120,276
141
$22.5M 0.2%
420,436
+407,784
142
$22.5M 0.2%
1,082,482
-71,606
143
$22.4M 0.2%
134,440
+2,434
144
$22.4M 0.2%
378,260
-2,605
145
$22.3M 0.2%
423,984
+20,382
146
$22.3M 0.2%
276,396
+24,623
147
$21.7M 0.19%
374,583
+8,886
148
$21.7M 0.19%
243,421
+15,809
149
$21.6M 0.19%
507,065
+475,669
150
$21.6M 0.19%
658,049
-12,433
4 5
6
7 8