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
126
$35.2M 0.25%
202,002
+80,380
127
$34.4M 0.24%
591,148
+435,879
128
$33.7M 0.24%
169,765
-890
129
$32.7M 0.23%
249,816
+2,919
130
$32.6M 0.23%
327,520
+9,309
131
$32.1M 0.23%
613,386
-690,387
132
$32M 0.23%
358,560
+40,496
133
$31.6M 0.22%
409,170
-7,485
134
$31.2M 0.22%
646,416
+147,968
135
$31M 0.22%
503,633
+19,804
136
$30.8M 0.22%
196,424
+10,210
137
$30.7M 0.22%
328,295
-8,247
138
$30.5M 0.21%
121,075
+94,624
139
$30.4M 0.21%
214,165
-26,885
140
$30.3M 0.21%
279,990
+5,562
141
$30.3M 0.21%
692,348
-33,642
142
$30.2M 0.21%
1,221,952
+30,444
143
$29.4M 0.21%
454,594
-154,447
144
$28.9M 0.2%
976,020
-2,811
145
$28.6M 0.2%
349,718
+32,700
146
$28.6M 0.2%
196,590
+4,367
147
$28.5M 0.2%
502,024
+15,338
148
$28.4M 0.2%
123,312
-6,206
149
$28.3M 0.2%
129,945
+8,321
150
$27.5M 0.19%
480,340
-14,292
4 5
6
7 8