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
526
$2.73M 0.02%
51,438
-3,891
527
$2.71M 0.02%
110,351
+2,834
528
$2.69M 0.02%
60,667
-50
529
$2.67M 0.02%
256,474
-965
530
$2.66M 0.02%
32,587
+22,663
531
$2.64M 0.02%
119,260
+2,920
532
$2.61M 0.02%
67,137
+56,332
533
$2.61M 0.02%
51,524
+11,878
534
$2.61M 0.02%
66,877
+500
535
$2.61M 0.02%
54,191
-9,623
536
$2.6M 0.02%
48,306
+940
537
$2.53M 0.02%
33,784
-303
538
$2.52M 0.02%
26,798
+200
539
$2.52M 0.02%
225,807
-5,678
540
$2.52M 0.02%
47,830
+4,784
541
$2.51M 0.02%
75,741
-1,165
542
$2.51M 0.02%
89,676
+29,146
543
$2.5M 0.02%
58,251
+18,923
544
$2.49M 0.02%
32,905
+6,840
545
$2.49M 0.02%
11,790
-614
546
$2.47M 0.02%
50,551
+3,650
547
$2.43M 0.02%
44,875
548
$2.42M 0.02%
60,711
-54,371
549
$2.42M 0.02%
+36,037
550
$2.4M 0.02%
179,437
+6,336
20 21
22
23 24