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
176
$22.1M 0.16%
339,510
+4,627
177
$22M 0.15%
149,985
+13,835
178
$22M 0.15%
145,216
+1,809
179
$21.9M 0.15%
179,589
+6,945
180
$21.3M 0.15%
530,512
-11,126
181
$20.9M 0.15%
480,664
-9,376
182
$20.8M 0.15%
60,883
-2,728
183
$20.6M 0.15%
205,682
+10,422
184
$20.4M 0.14%
+510,413
185
$20.2M 0.14%
539,074
+91,176
186
$20.1M 0.14%
145,435
+66,073
187
$20.1M 0.14%
608,464
+3,048
188
$20M 0.14%
385,418
+380,024
189
$19.8M 0.14%
9,537
+488
190
$19.5M 0.14%
647,081
-1,381
191
$19.1M 0.13%
104,329
+8,403
192
$18.9M 0.13%
1,067,715
-110,475
193
$18.9M 0.13%
159,209
-6,524
194
$18.5M 0.13%
384,030
+71,638
195
$18.4M 0.13%
385,776
+48,416
196
$18.4M 0.13%
532,205
-2,093
197
$18.3M 0.13%
352,434
+42,946
198
$18.3M 0.13%
493,049
+287,375
199
$18.3M 0.13%
118,991
+6,393
200
$18.2M 0.13%
207,112
+52,544
6 7
8
9 10