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
$12.4B
AUM Growth
+$848M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$43.7M
3
+$34.6M
4
AMGN icon
Amgen
AMGN
+$28.8M
5
ABB
ABB Ltd
ABB
+$27.4M

Top Sells

1
+$60.3M
2
+$44.5M
3
+$35.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$32.5M
5
USB icon
US Bancorp
USB
+$29M

Sector Composition

1 Technology 14.69%
2 Healthcare 11.96%
3 Industrials 11.24%
4 Financials 9.28%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12.1M 0.1%
341,326
+22,938
227
$12M 0.1%
367,791
-22,095
228
$11.7M 0.09%
225,202
+6,100
229
$11.7M 0.09%
315,814
+83,918
230
$11.5M 0.09%
84,802
+11,614
231
$11.4M 0.09%
364,064
+99,288
232
$11.3M 0.09%
236,444
+23,989
233
$11.2M 0.09%
93,904
-13,358
234
$11.2M 0.09%
340,060
-32,660
235
$11.1M 0.09%
41,393
+7,259
236
$11.1M 0.09%
213,585
+20,288
237
$10.9M 0.09%
369,165
+183,717
238
$10.9M 0.09%
743,789
+166,933
239
$10.8M 0.09%
230,957
-198,700
240
$10.7M 0.09%
89,032
-902
241
$10.7M 0.09%
184,152
+392
242
$10.6M 0.09%
80,868
-1,651
243
$10.5M 0.09%
349,542
-50
244
$10.5M 0.08%
834,672
+47,833
245
$10.3M 0.08%
439,054
+11,231
246
$10.3M 0.08%
129,067
+9,011
247
$10.2M 0.08%
115,875
-297
248
$10.2M 0.08%
466,220
+10,510
249
$10.1M 0.08%
233,129
-9,960
250
$10.1M 0.08%
125,038
+3,800
8 9
10
11 12