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
376
$7.07M 0.04%
62,661
-136
377
$7.07M 0.04%
95,086
+3,143
378
$7.05M 0.04%
60,011
+23,215
379
$7.04M 0.04%
281,967
+32,040
380
$6.96M 0.04%
37,635
+19,298
381
$6.94M 0.04%
17,430
-396
382
$6.93M 0.04%
32,625
+4,387
383
$6.87M 0.04%
67,024
+5,142
384
$6.87M 0.04%
79,572
+5,413
385
$6.86M 0.04%
244,532
-8,312
386
$6.84M 0.04%
106,142
+2,417
387
$6.81M 0.04%
160,587
+4,183
388
$6.73M 0.04%
100,973
+2,403
389
$6.73M 0.04%
87,663
+214
390
$6.66M 0.04%
86,024
-1,200
391
$6.64M 0.04%
222,021
+6,612
392
$6.59M 0.04%
131,473
-2,846
393
$6.57M 0.04%
104,116
+2,117
394
$6.53M 0.04%
227,662
+412
395
$6.53M 0.04%
392,128
+13,090
396
$6.52M 0.04%
171,250
+97,640
397
$6.48M 0.04%
157,823
-14,769
398
$6.41M 0.04%
43,951
+3,399
399
$6.39M 0.04%
166,546
+65,099
400
$6.29M 0.04%
94,356
+2,818