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
326
$6.97M 0.06%
137,852
-26,744
327
$6.89M 0.06%
111,643
+6,827
328
$6.86M 0.06%
328,992
+14,451
329
$6.85M 0.06%
125,510
-4,183
330
$6.82M 0.06%
220,175
-7,770
331
$6.78M 0.05%
297,398
+59,174
332
$6.78M 0.05%
50,275
-1,876
333
$6.75M 0.05%
56,925
-2,247
334
$6.75M 0.05%
120,892
+5,089
335
$6.75M 0.05%
106,191
-4,460
336
$6.74M 0.05%
28,216
-3,367
337
$6.71M 0.05%
64,501
-6,896
338
$6.71M 0.05%
213,119
-7,113
339
$6.69M 0.05%
81,629
-38,922
340
$6.63M 0.05%
205,217
+1,333
341
$6.6M 0.05%
17,036
-108
342
$6.38M 0.05%
35,671
-17,554
343
$6.37M 0.05%
81,900
-260
344
$6.33M 0.05%
36,806
+1,940
345
$6.3M 0.05%
106,909
-1,005
346
$6.24M 0.05%
118,309
-3,305
347
$6.22M 0.05%
864,561
-23,397
348
$6.17M 0.05%
75,679
+11,797
349
$6.15M 0.05%
102,769
+15,509
350
$6.1M 0.05%
115,641
+5,535
12 13
14
15 16