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
151
$26.8M 0.19%
182,417
+1,295
152
$26.7M 0.19%
256,958
-20,468
153
$26.7M 0.19%
682,682
-15,643
154
$26.7M 0.19%
139,727
-3,447
155
$26.7M 0.19%
327,872
+315,264
156
$26.6M 0.19%
285,046
-17,208
157
$26.6M 0.19%
426,998
-10,090
158
$26.6M 0.19%
488,527
+60,558
159
$26.3M 0.19%
88
+35
160
$25.9M 0.18%
1,516,165
-2,330
161
$25.1M 0.18%
131,386
-8,351
162
$24.9M 0.18%
226,372
+46,469
163
$24.8M 0.17%
154,793
+18,739
164
$24.7M 0.17%
+118,504
165
$24.6M 0.17%
597,372
-12,485
166
$24.3M 0.17%
176,992
+4,729
167
$23.9M 0.17%
317,453
+298,588
168
$23.7M 0.17%
97,815
+52,926
169
$23.5M 0.17%
2,485,322
+213,133
170
$23.3M 0.16%
199,975
+12,604
171
$23.1M 0.16%
276,548
+15,487
172
$23.1M 0.16%
1,253,897
-361,647
173
$22.7M 0.16%
242,902
+231,247
174
$22.7M 0.16%
205,229
+98,061
175
$22.2M 0.16%
289,141
-146
5 6
7
8 9