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
651
$2.12M 0.01%
16,749
-11,290
652
$2.12M 0.01%
77,084
-1,606
653
$2.11M 0.01%
109,185
+114
654
$2.1M 0.01%
14,224
+638
655
$2.09M 0.01%
37,859
+22
656
$2.07M 0.01%
25,122
+7,815
657
$2.07M 0.01%
52,305
-4,654
658
$2.06M 0.01%
75,089
+2,821
659
$2.05M 0.01%
155,136
+8,706
660
$2.05M 0.01%
153,428
+101,169
661
$2.04M 0.01%
30,608
+1,502
662
$2.02M 0.01%
40,925
+155
663
$2.02M 0.01%
42,978
-388
664
$2.01M 0.01%
176,411
-3,058
665
$2.01M 0.01%
95,373
+13,001
666
$2M 0.01%
45,616
+7,381
667
$1.99M 0.01%
63,275
-48,441
668
$1.99M 0.01%
11,181
+428
669
$1.99M 0.01%
25,364
+390
670
$1.98M 0.01%
19,921
+1,549
671
$1.97M 0.01%
108,607
-395
672
$1.96M 0.01%
36,196
+22,973
673
$1.95M 0.01%
11,047
-1,921
674
$1.95M 0.01%
94,088
+4,988
675
$1.94M 0.01%
+51,222
25 26
27
28 29