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
201
$11.5M 0.1%
109,515
+79,012
202
$11.5M 0.1%
232,988
-67
203
$11.5M 0.1%
305,857
+21,269
204
$11.4M 0.1%
171,100
+6,998
205
$11.3M 0.1%
97,493
+608
206
$11.3M 0.1%
181,202
+5,648
207
$11.2M 0.1%
229,493
-9,923
208
$11.2M 0.1%
63,610
+12,400
209
$11.1M 0.1%
92,554
+70,456
210
$11.1M 0.1%
129,828
-216,755
211
$11.1M 0.1%
98,849
+5,518
212
$11M 0.1%
234,606
+12,025
213
$10.9M 0.1%
62,964
-1,864
214
$10.9M 0.1%
229,937
+17,246
215
$10.9M 0.1%
134,682
-38,718
216
$10.8M 0.1%
355,779
+171,207
217
$10.7M 0.1%
358,538
+82,338
218
$10.7M 0.1%
352,812
-11,160
219
$10.7M 0.1%
158,005
+370
220
$10.7M 0.1%
212,902
-243
221
$10.5M 0.09%
94,170
+1,599
222
$10.5M 0.09%
632,652
+54,849
223
$10.4M 0.09%
48
+1
224
$10.2M 0.09%
98,006
-1,821
225
$10.2M 0.09%
196,590
-173
7 8
9
10 11