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
376
$5.43M 0.04%
197,559
-6,854
377
$5.41M 0.04%
89,220
+3,342
378
$5.39M 0.04%
+472,539
379
$5.38M 0.04%
+104,509
380
$5.36M 0.04%
68,995
+17,278
381
$5.35M 0.04%
102,613
-3,037
382
$5.33M 0.04%
222,244
-7,924
383
$5.32M 0.04%
115,293
+18,937
384
$5.27M 0.04%
128,245
-5,248
385
$5.27M 0.04%
385,903
-8,086
386
$5.26M 0.04%
153,398
+18,896
387
$5.26M 0.04%
199,542
+77,908
388
$5.23M 0.04%
285,629
+215,780
389
$5.22M 0.04%
127,889
+32,952
390
$5.21M 0.04%
166,447
+23,393
391
$5.2M 0.04%
59,250
+6,920
392
$5.2M 0.04%
78,310
-66,470
393
$5.19M 0.04%
265,866
+72,192
394
$5.17M 0.04%
63,737
+4,386
395
$5.16M 0.04%
78,272
+18,277
396
$5.12M 0.04%
224,786
+8,664
397
$5.06M 0.04%
76,604
+14,126
398
$5.01M 0.04%
82,807
-688
399
$4.99M 0.04%
93,650
+6,417
400
$4.98M 0.04%
310,514
-10,706
14 15
16
17 18