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
$16B
AUM Growth
+$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,388
New
Increased
Reduced
Closed

Top Buys

1 +$62.3M
2 +$54.9M
3 +$41.6M
4
ETSY icon
Etsy
ETSY
+$30M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$23.7M

Top Sells

1 +$55.3M
2 +$46.1M
3 +$39.4M
4
OSK icon
Oshkosh
OSK
+$28.5M
5
ABBV icon
AbbVie
ABBV
+$25.8M

Sector Composition

1 Technology 16.45%
2 Healthcare 11.39%
3 Industrials 10.8%
4 Financials 9.73%
5 Consumer Discretionary 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$16.9M 0.11%
184,927
+16,961
227
$16.7M 0.1%
67,203
+2,102
228
$16.5M 0.1%
323,200
+20,336
229
$16.5M 0.1%
506,906
+49,719
230
$16.5M 0.1%
505,049
-76,543
231
$16.3M 0.1%
63,367
+686
232
$16.3M 0.1%
290,210
-2,582
233
$16.2M 0.1%
125,058
+2,820
234
$16.1M 0.1%
133,105
-11,743
235
$16.1M 0.1%
206,602
-21,097
236
$16M 0.1%
220,822
+3,682
237
$16M 0.1%
208,365
+16,323
238
$16M 0.1%
219,018
-3,553
239
$15.8M 0.1%
162,865
+5,321
240
$15.8M 0.1%
199,105
+8,498
241
$15.7M 0.1%
178,290
-3,409
242
$15.7M 0.1%
195,999
+11,777
243
$15.7M 0.1%
498,182
-40,592
244
$15.6M 0.1%
342,431
-15,674
245
$15.5M 0.1%
110,447
-3,108
246
$15.2M 0.1%
150,724
+53,232
247
$15.1M 0.09%
181,984
+12,620
248
$14.9M 0.09%
114,566
-18,312
249
$14.8M 0.09%
172,264
-13,185
250
$14.7M 0.09%
179,516
+3,325