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
501
$4M 0.03%
84,357
+5,952
502
$3.99M 0.03%
57,785
+26
503
$3.98M 0.02%
36,109
+4,934
504
$3.94M 0.02%
52,216
-1,908
505
$3.89M 0.02%
25,362
-743
506
$3.87M 0.02%
16,996
-843
507
$3.87M 0.02%
69,654
+120
508
$3.86M 0.02%
110,753
+202
509
$3.86M 0.02%
118,742
-7,134
510
$3.85M 0.02%
138,650
+2,661
511
$3.81M 0.02%
151,661
-3,258
512
$3.8M 0.02%
44,700
+41,448
513
$3.8M 0.02%
86,510
+871
514
$3.79M 0.02%
75,309
+27
515
$3.77M 0.02%
307,778
+113,809
516
$3.71M 0.02%
43,416
+13,857
517
$3.7M 0.02%
104,958
+6,183
518
$3.7M 0.02%
13,080
+361
519
$3.69M 0.02%
65,808
+3,986
520
$3.69M 0.02%
191,306
-1,036
521
$3.68M 0.02%
50,225
+368
522
$3.65M 0.02%
33,876
-2,115
523
$3.6M 0.02%
47,404
-833
524
$3.6M 0.02%
402,500
-93,450
525
$3.59M 0.02%
31,365
+1,242
19 20
21
22 23