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
351
$6.06M 0.05%
183,883
-7,816
352
$6.06M 0.05%
29,354
+4,040
353
$6.04M 0.05%
51,017
-1,853
354
$6M 0.05%
259,573
+13,081
355
$5.96M 0.05%
207,017
+13,613
356
$5.95M 0.05%
48,392
-270
357
$5.94M 0.05%
82,298
-3,322
358
$5.92M 0.05%
84,625
+10,429
359
$5.91M 0.05%
137,390
+15,964
360
$5.89M 0.05%
148,019
-151,086
361
$5.84M 0.05%
217,377
+117,003
362
$5.74M 0.05%
86,314
-24,484
363
$5.74M 0.05%
69,123
+19,359
364
$5.74M 0.05%
266,176
+4,415
365
$5.73M 0.05%
155,715
+30,939
366
$5.68M 0.05%
49,534
+19,159
367
$5.65M 0.05%
142,918
-568
368
$5.64M 0.05%
215,892
-10,280
369
$5.63M 0.05%
108,514
-4,090
370
$5.61M 0.05%
89,834
-13,492
371
$5.58M 0.05%
85,713
+33
372
$5.5M 0.04%
131,458
+23,753
373
$5.5M 0.04%
257,736
+128,742
374
$5.49M 0.04%
100,883
+13,105
375
$5.43M 0.04%
104,664
+28,908
13 14
15
16 17