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
201
$18.1M 0.13%
226,210
+33,179
202
$17.9M 0.13%
240,493
+14,423
203
$17.8M 0.13%
110,106
-3,495
204
$17.7M 0.12%
285,074
+120,007
205
$17.6M 0.12%
378,828
+259,384
206
$17.6M 0.12%
514,020
+35,961
207
$17M 0.12%
216,187
+17,531
208
$16.8M 0.12%
201,412
+31,030
209
$16.8M 0.12%
433,668
+55,272
210
$16.8M 0.12%
199,340
+6,383
211
$16.5M 0.12%
105,573
+27,899
212
$16.4M 0.12%
198,188
+5,122
213
$16.1M 0.11%
175,679
+11,310
214
$16M 0.11%
206,556
+14,442
215
$15.9M 0.11%
185,322
+7,972
216
$15.8M 0.11%
638,088
-25
217
$15.8M 0.11%
270,205
+106,815
218
$15.6M 0.11%
106,115
-63,183
219
$15.6M 0.11%
146,305
-3,761
220
$15.4M 0.11%
45,702
+2,516
221
$15.3M 0.11%
234,302
+59,789
222
$15.3M 0.11%
145,863
-564
223
$15.2M 0.11%
152,735
-6,578
224
$14.9M 0.11%
192,936
+4,086
225
$14.9M 0.1%
238,634
-28,002
7 8
9
10 11