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
276
$8.69M 0.07%
56,898
-2,286
277
$8.62M 0.07%
106,967
+6,632
278
$8.59M 0.07%
161,017
+4,638
279
$8.56M 0.07%
107,565
+864
280
$8.55M 0.07%
+204,322
281
$8.53M 0.07%
235,450
-966
282
$8.52M 0.07%
392,032
+122,604
283
$8.49M 0.07%
105,738
-4,795
284
$8.49M 0.07%
96,420
+2,499
285
$8.46M 0.07%
156,252
+6,845
286
$8.42M 0.07%
140,751
-7,792
287
$8.42M 0.07%
70,911
+7,391
288
$8.38M 0.07%
60,733
+31,093
289
$8.35M 0.07%
174,090
-6,301
290
$8.28M 0.07%
113,451
-4,224
291
$8.21M 0.07%
62,672
+4,415
292
$8.21M 0.07%
221,256
-7,837
293
$8.2M 0.07%
190,330
-69,573
294
$8.17M 0.07%
83,387
-566
295
$8.13M 0.07%
136,656
+6,436
296
$8.13M 0.07%
173,911
-6,102
297
$8.12M 0.07%
343,579
-24,017
298
$7.96M 0.06%
578,888
+118,051
299
$7.96M 0.06%
32,027
+4,049
300
$7.89M 0.06%
145,713
-889
10 11
12
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