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
576
$2.17M 0.02%
77,427
-1,053
577
$2.16M 0.02%
92,940
+9,342
578
$2.16M 0.02%
518
+58
579
$2.15M 0.02%
26,091
-1,200
580
$2.13M 0.02%
37,702
+28,482
581
$2.13M 0.02%
105,363
+59,964
582
$2.11M 0.02%
57,930
+45,630
583
$2.1M 0.02%
12,161
+4,743
584
$2.1M 0.02%
53,658
-11,226
585
$2.08M 0.02%
15,123
-4,191
586
$2.07M 0.02%
22,441
-852
587
$2.07M 0.02%
111,296
588
$2.06M 0.02%
72,796
-656
589
$2.05M 0.02%
+39,181
590
$2.05M 0.02%
35,803
-3,051
591
$2.03M 0.02%
64,590
-350
592
$2.02M 0.02%
258,619
-260
593
$2.01M 0.02%
24,014
+5,450
594
$2M 0.02%
23,887
-933
595
$2M 0.02%
15,408
+6,445
596
$1.99M 0.02%
+46,284
597
$1.98M 0.02%
44,884
-20,604
598
$1.98M 0.02%
27,171
-2,611
599
$1.98M 0.02%
40,124
+1,621
600
$1.96M 0.02%
41,638
-1,907
22 23
24
25 26