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
576
$2.93M 0.02%
77,301
+24,662
577
$2.89M 0.02%
44,064
-370
578
$2.89M 0.02%
775
+172
579
$2.89M 0.02%
79,420
-7,770
580
$2.88M 0.02%
57,448
-16,002
581
$2.88M 0.02%
60,626
+19,319
582
$2.87M 0.02%
13,470
+2,354
583
$2.87M 0.02%
38,804
+1,930
584
$2.85M 0.02%
51,222
-37,546
585
$2.84M 0.02%
363,652
+4,895
586
$2.83M 0.02%
+38,666
587
$2.77M 0.02%
149,044
-3,118
588
$2.77M 0.02%
169,710
+5,586
589
$2.74M 0.02%
32,853
-258
590
$2.73M 0.02%
71,966
+966
591
$2.72M 0.02%
26,913
+957
592
$2.7M 0.02%
18,132
+713
593
$2.67M 0.02%
24,309
+3,526
594
$2.67M 0.02%
33,799
+1,659
595
$2.61M 0.02%
+57,003
596
$2.6M 0.02%
245,377
+28,402
597
$2.59M 0.02%
69,195
+9,619
598
$2.58M 0.02%
13,545
-294
599
$2.58M 0.02%
189,431
-5,381
600
$2.57M 0.02%
28,261
+329
22 23
24
25 26