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
176
$15.2M 0.14%
156,159
+6,397
177
$15M 0.13%
321,912
-62,349
178
$14.5M 0.13%
202,679
+22,932
179
$13.8M 0.12%
90,931
+7,266
180
$13.7M 0.12%
37,801
+1,660
181
$13.6M 0.12%
213,303
+11,425
182
$13.6M 0.12%
868,094
-14,190
183
$13.5M 0.12%
156,748
+1,188
184
$13.5M 0.12%
213,164
+13,035
185
$13.4M 0.12%
109,738
-785
186
$13.4M 0.12%
121,867
-6,557
187
$13.2M 0.12%
190,404
-60,770
188
$13M 0.12%
812,366
-146,199
189
$12.9M 0.12%
180,647
-1,409
190
$12.9M 0.12%
142,763
-9,026
191
$12.8M 0.11%
386,796
+13,858
192
$12.8M 0.11%
232,543
+58,597
193
$12.7M 0.11%
170,159
+3,011
194
$12.6M 0.11%
148,860
-167,891
195
$12.5M 0.11%
144,342
+38,100
196
$12.5M 0.11%
156,174
-1,156
197
$12.3M 0.11%
484,942
+49,100
198
$12.2M 0.11%
398,496
+136,544
199
$12M 0.11%
450,660
-4,440
200
$11.8M 0.11%
268,456
+15,909
6 7
8
9 10