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
551
$2.39M 0.02%
78,329
+38,986
552
$2.38M 0.02%
20,755
+275
553
$2.38M 0.02%
29,309
-385
554
$2.37M 0.02%
98,448
+12,535
555
$2.36M 0.02%
283,978
-3,344
556
$2.34M 0.02%
39,949
+71
557
$2.34M 0.02%
26,955
+802
558
$2.33M 0.02%
90,620
+2,879
559
$2.33M 0.02%
86,135
-37,369
560
$2.32M 0.02%
411,860
+15,928
561
$2.31M 0.02%
19,951
-422
562
$2.31M 0.02%
95,255
-4,820
563
$2.3M 0.02%
61,442
+49,229
564
$2.29M 0.02%
77,756
-181
565
$2.28M 0.02%
189,040
+13,655
566
$2.28M 0.02%
21,071
-262
567
$2.28M 0.02%
22,391
-6,179
568
$2.27M 0.02%
45,967
+7,066
569
$2.27M 0.02%
29,409
-13,203
570
$2.26M 0.02%
99,187
+33,741
571
$2.23M 0.02%
10,832
-3,101
572
$2.23M 0.02%
204,505
+3,972
573
$2.19M 0.02%
23,949
+2,575
574
$2.18M 0.02%
63,126
+750
575
$2.18M 0.02%
19,254
+3,219
21 22
23
24 25