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
501
$2.96M 0.02%
227,464
502
$2.96M 0.02%
82,244
+62,488
503
$2.95M 0.02%
+54,173
504
$2.94M 0.02%
44,894
+15,466
505
$2.94M 0.02%
70,493
+43,297
506
$2.92M 0.02%
45,645
-2,247
507
$2.91M 0.02%
58,391
+9,632
508
$2.9M 0.02%
128,000
-15,000
509
$2.89M 0.02%
52,441
+9,156
510
$2.87M 0.02%
97,468
+630
511
$2.87M 0.02%
80,553
-5,699
512
$2.86M 0.02%
50,821
-503
513
$2.85M 0.02%
41,011
+453
514
$2.84M 0.02%
171,574
+19,109
515
$2.83M 0.02%
228,519
-32,091
516
$2.82M 0.02%
33,973
+451
517
$2.81M 0.02%
22,275
-505
518
$2.8M 0.02%
121,424
+108,186
519
$2.79M 0.02%
41,176
+14,806
520
$2.77M 0.02%
64,102
-839
521
$2.75M 0.02%
19,689
+571
522
$2.75M 0.02%
31,806
-1,348
523
$2.75M 0.02%
56,721
+11,720
524
$2.74M 0.02%
63,916
+3,577
525
$2.73M 0.02%
160,139
+719
19 20
21
22 23