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
551
$3.28M 0.02%
48,364
+3,757
552
$3.27M 0.02%
117,629
-25,034
553
$3.27M 0.02%
229,899
+1,044
554
$3.25M 0.02%
113,246
+2,373
555
$3.23M 0.02%
223,859
+3,730
556
$3.23M 0.02%
43,642
+3,701
557
$3.21M 0.02%
134,745
-24,090
558
$3.18M 0.02%
64,919
+26,886
559
$3.18M 0.02%
72,707
+10,364
560
$3.16M 0.02%
58,437
+820
561
$3.14M 0.02%
47,460
-4,867
562
$3.11M 0.02%
194,014
-8,873
563
$3.11M 0.02%
9,994
-1,814
564
$3.1M 0.02%
34,215
+1,607
565
$3.08M 0.02%
156,600
+3,556
566
$3.07M 0.02%
64,149
+2,055
567
$3.06M 0.02%
38,355
+786
568
$3.04M 0.02%
+98,620
569
$3.04M 0.02%
13,481
+558
570
$3.03M 0.02%
141,054
-8,524
571
$3.01M 0.02%
134,845
+5,263
572
$2.98M 0.02%
44,450
+3,726
573
$2.97M 0.02%
23,075
+765
574
$2.97M 0.02%
61,846
-1,150
575
$2.96M 0.02%
128,011
+83,584
21 22
23
24 25