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
626
$1.77M 0.01%
14,606
+10,028
627
$1.76M 0.01%
39,504
-8,558
628
$1.73M 0.01%
88,098
+44,775
629
$1.73M 0.01%
121,292
+1,923
630
$1.72M 0.01%
123,115
+17,144
631
$1.72M 0.01%
9,231
+2,083
632
$1.71M 0.01%
37,696
+11,055
633
$1.7M 0.01%
7,741
+1,884
634
$1.7M 0.01%
94,390
-1,928
635
$1.7M 0.01%
15,915
-39
636
$1.69M 0.01%
16,571
-45,593
637
$1.67M 0.01%
18,331
+592
638
$1.67M 0.01%
48,351
-219
639
$1.66M 0.01%
53,190
+534
640
$1.65M 0.01%
57,150
-10,864
641
$1.64M 0.01%
13,829
-11,574
642
$1.63M 0.01%
74,350
+3,600
643
$1.63M 0.01%
76,830
+2,787
644
$1.62M 0.01%
117,581
645
$1.62M 0.01%
55,590
+18,215
646
$1.62M 0.01%
76,358
-2
647
$1.61M 0.01%
157,450
+28,990
648
$1.61M 0.01%
+26,671
649
$1.61M 0.01%
60,095
-3,420
650
$1.6M 0.01%
186,996
+21,844
24 25
26
27 28