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
26
$72.6M 0.59%
1,196,824
-294
27
$70.8M 0.57%
1,384,111
-62,245
28
$70.4M 0.57%
1,220,396
-25,268
29
$69.3M 0.56%
1,161,562
+60,500
30
$67.1M 0.54%
1,690,482
+178,764
31
$67.1M 0.54%
1,376,614
+507,329
32
$64.9M 0.53%
1,112,285
+109,104
33
$61.4M 0.5%
1,480,720
+128,380
34
$60.5M 0.49%
681,316
+123,085
35
$59.9M 0.48%
565,558
-20,723
36
$59.8M 0.48%
1,446,465
+1,082,341
37
$58.2M 0.47%
1,613,348
+30,356
38
$57.4M 0.46%
839,086
-16,076
39
$56.1M 0.45%
658,242
-10,512
40
$55.2M 0.45%
564,832
-54,108
41
$54.6M 0.44%
685,245
-11,169
42
$53.7M 0.43%
1,654,660
+19,695
43
$53.5M 0.43%
274,175
+1,170
44
$53.1M 0.43%
323,909
+175,629
45
$52.6M 0.43%
1,187,560
+128,980
46
$52.5M 0.42%
310,995
+90,753
47
$50.9M 0.41%
372,935
-4,426
48
$50.9M 0.41%
355,198
-3,173
49
$50.4M 0.41%
3,915,164
+124,288
50
$49.8M 0.4%
311,132
+898
1
2
3 4 5