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
526
$3.58M 0.02%
66,069
+18,422
527
$3.56M 0.02%
45,450
-9,655
528
$3.55M 0.02%
16,174
+738
529
$3.55M 0.02%
88,283
+9,477
530
$3.54M 0.02%
35,414
+15,392
531
$3.54M 0.02%
176,703
+5,459
532
$3.54M 0.02%
4,589
-1,589
533
$3.52M 0.02%
74,188
+830
534
$3.51M 0.02%
58,662
+12,034
535
$3.5M 0.02%
144,901
-7,015
536
$3.5M 0.02%
31,861
+6,741
537
$3.48M 0.02%
182,476
+16,705
538
$3.47M 0.02%
22,036
+11,317
539
$3.47M 0.02%
152,046
-34,877
540
$3.45M 0.02%
23,604
-3,137
541
$3.42M 0.02%
294,368
-193,839
542
$3.42M 0.02%
67,116
-48,340
543
$3.42M 0.02%
75,708
+5,311
544
$3.4M 0.02%
107,179
+1,763
545
$3.4M 0.02%
293,467
+56,426
546
$3.39M 0.02%
69,924
+6,262
547
$3.37M 0.02%
210,767
+2,486
548
$3.34M 0.02%
224,955
+498
549
$3.3M 0.02%
95,987
+167
550
$3.3M 0.02%
42,159
+176
20 21
22
23 24