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
651
$1.59M 0.01%
190,269
+2,677
652
$1.59M 0.01%
53,761
-2,895
653
$1.57M 0.01%
21,277
-6
654
$1.57M 0.01%
106,283
-2,558
655
$1.57M 0.01%
+79,024
656
$1.57M 0.01%
50,940
-1,185
657
$1.55M 0.01%
43,070
+700
658
$1.55M 0.01%
9,391
-273
659
$1.54M 0.01%
53,123
+1,405
660
$1.54M 0.01%
48,675
-5,710
661
$1.53M 0.01%
26,823
+3,222
662
$1.53M 0.01%
36,054
+908
663
$1.53M 0.01%
68,207
-60,062
664
$1.53M 0.01%
74,539
+2,787
665
$1.52M 0.01%
48,684
-3,368
666
$1.52M 0.01%
18,775
+636
667
$1.5M 0.01%
43,977
+364
668
$1.49M 0.01%
119,590
-40,643
669
$1.48M 0.01%
38,813
+3,756
670
$1.47M 0.01%
19,797
-2,687
671
$1.47M 0.01%
55,778
-592
672
$1.46M 0.01%
38,508
-1,028
673
$1.45M 0.01%
37,982
-46,849
674
$1.45M 0.01%
51,702
+15,768
675
$1.45M 0.01%
34,137
+451
25 26
27
28 29