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
426
$5.67M 0.04%
62,011
+896
427
$5.64M 0.04%
79,450
+2,538
428
$5.61M 0.04%
39,494
+1,186
429
$5.61M 0.04%
347,594
+101,040
430
$5.56M 0.03%
59,889
+1,364
431
$5.56M 0.03%
54,713
+21,632
432
$5.53M 0.03%
87,008
-9,267
433
$5.48M 0.03%
41,139
-5,097
434
$5.47M 0.03%
102,705
+5,777
435
$5.45M 0.03%
132,871
+22,384
436
$5.44M 0.03%
64,043
-1,409
437
$5.44M 0.03%
86,532
-507
438
$5.38M 0.03%
61,560
-24,750
439
$5.32M 0.03%
76,702
+2,060
440
$5.31M 0.03%
44,968
+230
441
$5.27M 0.03%
88,736
+1,653
442
$5.23M 0.03%
107,275
+3,097
443
$5.22M 0.03%
73,663
+81
444
$5.17M 0.03%
91,729
+10,509
445
$5.16M 0.03%
91,731
+5,992
446
$5.14M 0.03%
+349,363
447
$5.12M 0.03%
26,611
+1,569
448
$5.08M 0.03%
67,054
+4,599
449
$4.97M 0.03%
179,271
-221,808
450
$4.9M 0.03%
81,071
+561