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
626
$2.27M 0.01%
15,862
-654
627
$2.26M 0.01%
83,383
+1,432
628
$2.26M 0.01%
38,825
+10,114
629
$2.26M 0.01%
12,505
+166
630
$2.25M 0.01%
23,730
+1,568
631
$2.25M 0.01%
15,237
+3,491
632
$2.24M 0.01%
33,541
+2,793
633
$2.22M 0.01%
37,811
-1,983
634
$2.2M 0.01%
70,489
+6,865
635
$2.2M 0.01%
27,232
+1,373
636
$2.19M 0.01%
31,434
-1,990
637
$2.19M 0.01%
73,436
+3
638
$2.18M 0.01%
5,576
+68
639
$2.17M 0.01%
64,859
-572
640
$2.17M 0.01%
15,500
+686
641
$2.17M 0.01%
238,113
+5,070
642
$2.16M 0.01%
102,354
+21,257
643
$2.15M 0.01%
21,618
+520
644
$2.14M 0.01%
44,728
+896
645
$2.14M 0.01%
18,445
-8,156
646
$2.14M 0.01%
52,265
+3,411
647
$2.14M 0.01%
88,125
+30,635
648
$2.13M 0.01%
100,133
+105
649
$2.13M 0.01%
244,180
-5,377
650
$2.12M 0.01%
21,704
-14,536