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
301
$7.87M 0.06%
55,974
+13,381
302
$7.87M 0.06%
157,815
-4,595
303
$7.84M 0.06%
163,714
-22,819
304
$7.79M 0.06%
242,854
+96,300
305
$7.77M 0.06%
73,048
-2,076
306
$7.7M 0.06%
183,002
-8,053
307
$7.7M 0.06%
387,284
-13,601
308
$7.69M 0.06%
194,041
-11,213
309
$7.68M 0.06%
154,333
-2,002
310
$7.65M 0.06%
88,530
+5,052
311
$7.59M 0.06%
86,330
+2,533
312
$7.53M 0.06%
254,631
+193,233
313
$7.51M 0.06%
181,724
+151
314
$7.5M 0.06%
84,768
+10,031
315
$7.41M 0.06%
53,196
+7,587
316
$7.32M 0.06%
213,349
+31,305
317
$7.31M 0.06%
163,521
-10,919
318
$7.3M 0.06%
276,352
-12,600
319
$7.25M 0.06%
31,547
+13,073
320
$7.24M 0.06%
235,448
-9,336
321
$7.23M 0.06%
172,907
+165,912
322
$7.23M 0.06%
182,101
-6,785
323
$7.17M 0.06%
48,335
+8,486
324
$7.15M 0.06%
78,710
+7,410
325
$6.99M 0.06%
141,655
+634
11 12
13
14 15