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
151
$21.3M 0.19%
169,114
+6,266
152
$21.2M 0.19%
795,765
-178,079
153
$21.1M 0.19%
481,251
-244,793
154
$21M 0.19%
440,580
-59,893
155
$20.4M 0.18%
182,812
+19,719
156
$20.3M 0.18%
351,486
-3,829
157
$20M 0.18%
654,956
-104,550
158
$19M 0.17%
435,393
+25,119
159
$18.6M 0.17%
163,695
+4,336
160
$18.5M 0.17%
359,538
-9,710
161
$18.3M 0.16%
150,315
+5,710
162
$18.1M 0.16%
283,768
+2,691
163
$18.1M 0.16%
147,916
+9,040
164
$17.6M 0.16%
332,392
+12,156
165
$17.4M 0.16%
457,429
-8,982
166
$17M 0.15%
733,923
-48,989
167
$16.6M 0.15%
138,677
-1,340
168
$16.4M 0.15%
145,772
+10,099
169
$16.2M 0.14%
308,085
-7,108
170
$16.1M 0.14%
180,963
+10,508
171
$16M 0.14%
146,725
-416
172
$15.8M 0.14%
284,496
-196,946
173
$15.8M 0.14%
1,304,983
+66,855
174
$15.7M 0.14%
68,070
-19,391
175
$15.2M 0.14%
165,997
+39,191
5 6
7
8 9