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
251
$14.5M 0.09%
146,083
-106,902
252
$14.3M 0.09%
440,092
+27,091
253
$14.3M 0.09%
68,846
+6,292
254
$14.2M 0.09%
198,384
+32,049
255
$14.1M 0.09%
379,188
+56,884
256
$13.9M 0.09%
75,239
+4,238
257
$13.9M 0.09%
212,576
+5,398
258
$13.7M 0.09%
83,718
+5,414
259
$13.7M 0.09%
206,326
-9,778
260
$13.6M 0.09%
400,480
-4,074
261
$13.4M 0.08%
214,684
+1,844
262
$13.4M 0.08%
79,068
+1,002
263
$13.3M 0.08%
123,901
+3,022
264
$13.2M 0.08%
329,601
+43,242
265
$13.1M 0.08%
131,413
+12,142
266
$13.1M 0.08%
20,454
+1,202
267
$13.1M 0.08%
239,727
+80,613
268
$13M 0.08%
127,819
-19,609
269
$13M 0.08%
+255,347
270
$12.9M 0.08%
242,328
-23,176
271
$12.9M 0.08%
116,132
-10,022
272
$12.9M 0.08%
110,235
+2,710
273
$12.9M 0.08%
288,454
-9,855
274
$12.6M 0.08%
202,121
+10,256
275
$12.6M 0.08%
74,238
+40,370
9 10
11
12 13