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
401
$4.97M 0.04%
74,080
-3,230
402
$4.83M 0.04%
20,300
+321
403
$4.81M 0.04%
108,863
-14,697
404
$4.79M 0.04%
24,605
-809
405
$4.77M 0.04%
65,986
-5,295
406
$4.76M 0.04%
173,797
+82,883
407
$4.75M 0.04%
38,525
-195,850
408
$4.71M 0.04%
59,458
+6,948
409
$4.67M 0.04%
76,989
-3,790
410
$4.65M 0.04%
64,016
-2,808
411
$4.65M 0.04%
193,306
-60,451
412
$4.63M 0.04%
30,052
-59
413
$4.63M 0.04%
70,719
+1,086
414
$4.61M 0.04%
339,554
+10,133
415
$4.6M 0.04%
81,473
-63,930
416
$4.58M 0.04%
48,005
+900
417
$4.58M 0.04%
60,678
-4,005
418
$4.57M 0.04%
223,145
+16,160
419
$4.54M 0.04%
43,045
-106
420
$4.54M 0.04%
92,430
-4,007
421
$4.5M 0.04%
41,270
+4,429
422
$4.48M 0.04%
41,130
+16,874
423
$4.48M 0.04%
97,386
+51,374
424
$4.47M 0.04%
39,622
+4,928
425
$4.45M 0.04%
119,312
+49,192
15 16
17
18 19