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
401
$6.29M 0.04%
55,207
+500
402
$6.29M 0.04%
48,903
+103
403
$6.28M 0.04%
277,901
-749
404
$6.27M 0.04%
101,105
+11,874
405
$6.25M 0.04%
41,440
+1,826
406
$6.23M 0.04%
299,166
+9,391
407
$6.2M 0.04%
176,341
-4,933
408
$6.16M 0.04%
88,823
+6,574
409
$6.16M 0.04%
114,324
-35,220
410
$6.09M 0.04%
73,874
-2,905
411
$6.06M 0.04%
266,965
-169,905
412
$6.04M 0.04%
648,167
-386,352
413
$6.03M 0.04%
189,784
-17,012
414
$6.02M 0.04%
69,349
+14,182
415
$6.01M 0.04%
71,058
-392
416
$6M 0.04%
102,418
+40,367
417
$5.95M 0.04%
71,409
-4,381
418
$5.93M 0.04%
494,152
+45,005
419
$5.83M 0.04%
68,169
+2,140
420
$5.81M 0.04%
93,774
+13,743
421
$5.8M 0.04%
21,752
-255
422
$5.78M 0.04%
438,910
+17,160
423
$5.77M 0.04%
104,474
+253
424
$5.72M 0.04%
126,061
+3,878
425
$5.7M 0.04%
171,656
+35,169