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
301
$9.87M 0.06%
162,728
-27,540
302
$9.79M 0.06%
286,395
-5,182
303
$9.72M 0.06%
154,784
+142
304
$9.71M 0.06%
144,744
+27,348
305
$9.64M 0.06%
257,220
-14,850
306
$9.6M 0.06%
303,634
-6,759
307
$9.58M 0.06%
150,622
+27,394
308
$9.57M 0.06%
140,674
+2,593
309
$9.52M 0.06%
168,271
-1,808
310
$9.47M 0.06%
84,102
-16,478
311
$9.44M 0.06%
199,583
-1,464
312
$9.41M 0.06%
72,322
+27,678
313
$9.07M 0.06%
623,065
+19,494
314
$9.04M 0.06%
32,828
+18,964
315
$9M 0.06%
77,391
-3,250
316
$8.97M 0.06%
66,944
+4,134
317
$8.9M 0.06%
270,707
-22,742
318
$8.88M 0.06%
594,592
+131,459
319
$8.84M 0.06%
209,088
+10,524
320
$8.81M 0.06%
150,826
+8,484
321
$8.78M 0.06%
177,784
-13,784
322
$8.66M 0.05%
147,168
+17,841
323
$8.58M 0.05%
200,419
+918
324
$8.58M 0.05%
247,807
+7,991
325
$8.56M 0.05%
837,925
+4,222
11 12
13
14 15