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
601
$2.56M 0.02%
24,656
+673
602
$2.56M 0.02%
121,531
-1,977
603
$2.56M 0.02%
43,559
+6,956
604
$2.56M 0.02%
105,334
+30,584
605
$2.56M 0.02%
47,415
-134
606
$2.53M 0.02%
155,835
-3,349
607
$2.53M 0.02%
43,930
+1,226
608
$2.52M 0.02%
50,439
-1,031
609
$2.51M 0.02%
45,576
+69
610
$2.5M 0.02%
57,890
-685
611
$2.5M 0.02%
143,502
-6,410
612
$2.44M 0.02%
42,507
+15,505
613
$2.44M 0.02%
69,738
-60,486
614
$2.44M 0.02%
69,610
+5,148
615
$2.43M 0.02%
45,792
-17,970
616
$2.42M 0.02%
135,175
+97,501
617
$2.4M 0.02%
77,552
+185
618
$2.37M 0.01%
614,330
+21,886
619
$2.36M 0.01%
34,240
+1,241
620
$2.35M 0.01%
40,372
+28,480
621
$2.34M 0.01%
132,078
+4,290
622
$2.32M 0.01%
11,412
+152
623
$2.32M 0.01%
34,251
+489
624
$2.32M 0.01%
40,426
+2,511
625
$2.28M 0.01%
99,162
+89,506
23 24
25
26 27