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
451
$3.9M 0.03%
55,120
-2,964
452
$3.87M 0.03%
366,674
-27,417
453
$3.85M 0.03%
49,154
-1,019
454
$3.8M 0.03%
168,736
+10,005
455
$3.79M 0.03%
466,417
-165,432
456
$3.76M 0.03%
86,260
-40,746
457
$3.75M 0.03%
204,743
+1,000
458
$3.74M 0.03%
118,736
-101
459
$3.7M 0.03%
86,502
+1,662
460
$3.68M 0.03%
27,222
-18,804
461
$3.67M 0.03%
106,070
+99,359
462
$3.67M 0.03%
55,382
+2,096
463
$3.67M 0.03%
212,704
+41,412
464
$3.62M 0.03%
24,906
+1,084
465
$3.59M 0.03%
55,289
-60,754
466
$3.59M 0.03%
43,028
-9,896
467
$3.58M 0.03%
40,142
-184,667
468
$3.57M 0.03%
26,378
-511
469
$3.54M 0.03%
158,246
+29,461
470
$3.49M 0.03%
24,504
-2,065
471
$3.48M 0.03%
26,708
-2,981
472
$3.47M 0.03%
230,180
-298,615
473
$3.43M 0.03%
62,757
-421
474
$3.43M 0.03%
314,203
+264,387
475
$3.42M 0.03%
67,838
+4,611
17 18
19
20 21