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
276
$12.2M 0.08%
333,295
+11,584
277
$12.2M 0.08%
290,301
-3,531
278
$12.1M 0.08%
201,005
-34,860
279
$12M 0.08%
172,874
+18,527
280
$11.8M 0.07%
57,625
+4,345
281
$11.6M 0.07%
265,108
-62,046
282
$11.6M 0.07%
245,677
+7,077
283
$11.5M 0.07%
191,611
+179,958
284
$11.3M 0.07%
146,484
+3,083
285
$11.2M 0.07%
+129,306
286
$11.1M 0.07%
120,249
-12,859
287
$11.1M 0.07%
158,022
-4,914
288
$11.1M 0.07%
39,340
-10,441
289
$11M 0.07%
197,784
+17,306
290
$10.9M 0.07%
208,789
-491,091
291
$10.9M 0.07%
292,361
+31,799
292
$10.8M 0.07%
240,068
-4,536
293
$10.8M 0.07%
83,549
+2,327
294
$10.8M 0.07%
58,578
+4,863
295
$10.8M 0.07%
222,464
+23,288
296
$10.7M 0.07%
429,030
-93,270
297
$10.3M 0.06%
258,044
+1,984
298
$10.3M 0.06%
34,525
+625
299
$10.2M 0.06%
342,237
+9,191
300
$9.96M 0.06%
113,925
-46,156