Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $57B
1-Year Est. Return 20.87%
This Quarter Est. Return
1 Year Est. Return
+20.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.41B
AUM Growth
-$757M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,382
New
Increased
Reduced
Closed

Top Buys

1
+$65.2M
2
+$31.1M
3
+$30M
4
IDXX icon
Idexx Laboratories
IDXX
+$27.9M
5
TYL icon
Tyler Technologies
TYL
+$26.4M

Top Sells

1
+$39.6M
2
+$38.6M
3
+$32.6M
4
SWN
Southwestern Energy Company
SWN
+$31.1M
5
OII icon
Oceaneering
OII
+$29.6M

Sector Composition

1 Technology 14.59%
2 Industrials 12.2%
3 Healthcare 11.4%
4 Consumer Discretionary 10.09%
5 Financials 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$202M 2.15%
2,167,021
+103,110
2
$189M 2.01%
6,866,892
+612,548
3
$161M 1.71%
1,331,543
+140,698
4
$144M 1.53%
4,036,332
+252,002
5
$138M 1.47%
1,487,349
+143,283
6
$123M 1.3%
1,313,309
-931
7
$118M 1.25%
1,634,463
+906,090
8
$115M 1.22%
2,106,981
+21,948
9
$113M 1.2%
1,196,080
+30,392
10
$112M 1.19%
856,665
+111,844
11
$110M 1.17%
2,477,575
+54,493
12
$88.1M 0.94%
2,034,538
+378,394
13
$86.6M 0.92%
2,226,260
-18,420
14
$85.5M 0.91%
1,150,341
+47,235
15
$82.4M 0.88%
3,349,073
+144,421
16
$80.1M 0.85%
1,560,184
+18,578
17
$79.1M 0.84%
1,002,504
-17,415
18
$78M 0.83%
406,860
-43
19
$77.8M 0.83%
558,641
+75,633
20
$65.3M 0.69%
7,689,530
-115,190
21
$64.7M 0.69%
411,539
+75,037
22
$62.2M 0.66%
3,730,500
+386,820
23
$60.8M 0.65%
1,069,696
+114,619
24
$60.4M 0.64%
2,499,331
+882,255
25
$60.4M 0.64%
1,953,740
-20,540
1
2 3 4 5