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
351
$7.74M 0.05%
56,077
+585
352
$7.69M 0.05%
358,638
+17,678
353
$7.67M 0.05%
35,030
-9,039
354
$7.66M 0.05%
163,800
+321
355
$7.65M 0.05%
101,711
-29,418
356
$7.64M 0.05%
404,972
+10,589
357
$7.64M 0.05%
77,505
+1,396
358
$7.57M 0.05%
227,091
+22,301
359
$7.55M 0.05%
137,695
+116,264
360
$7.53M 0.05%
152,156
-1,261
361
$7.5M 0.05%
95,662
-3,416
362
$7.42M 0.05%
102,096
-4,112
363
$7.4M 0.05%
515,954
+17,076
364
$7.38M 0.05%
271,812
+8,319
365
$7.37M 0.05%
172,713
+20,242
366
$7.36M 0.05%
81,683
+2,336
367
$7.35M 0.05%
317,339
-1,607
368
$7.34M 0.05%
156,433
+26,124
369
$7.32M 0.05%
248,930
+18,215
370
$7.31M 0.05%
107,401
+20,842
371
$7.29M 0.05%
83,337
+2,272
372
$7.23M 0.05%
116,139
+67,424
373
$7.23M 0.05%
389,541
-27,113
374
$7.19M 0.05%
112,595
-28,000
375
$7.15M 0.04%
302,154
+172,246