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
251
$10M 0.08%
65,324
+11,610
252
$9.96M 0.08%
46,051
+17,912
253
$9.94M 0.08%
113,245
-502
254
$9.91M 0.08%
763,162
-26,452
255
$9.91M 0.08%
527,472
-32,178
256
$9.88M 0.08%
191,299
+11,465
257
$9.69M 0.08%
318,340
-6,547
258
$9.69M 0.08%
117,910
-4,898
259
$9.69M 0.08%
237,213
+40,810
260
$9.64M 0.08%
504,414
+222,353
261
$9.6M 0.08%
164,189
+14,847
262
$9.57M 0.08%
298,252
+39,672
263
$9.54M 0.08%
97,372
+23,568
264
$9.52M 0.08%
161,328
-26,665
265
$9.43M 0.08%
141,512
+49,727
266
$9.43M 0.08%
84,200
-27,393
267
$9.24M 0.07%
196,353
-9,387
268
$9.13M 0.07%
314,726
-17,893
269
$9.02M 0.07%
100,303
+2,303
270
$8.93M 0.07%
47,722
-593
271
$8.88M 0.07%
14,442
+360
272
$8.87M 0.07%
65,093
+6,544
273
$8.8M 0.07%
57,738
+2,248
274
$8.76M 0.07%
112,939
-924
275
$8.71M 0.07%
216,408
-6,810
9 10
11
12 13