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
701
$1.33M 0.01%
88,624
-3,061
702
$1.33M 0.01%
53,555
-416
703
$1.33M 0.01%
11,818
+105
704
$1.33M 0.01%
16,904
-16,225
705
$1.33M 0.01%
42,863
-1,736
706
$1.32M 0.01%
+27,676
707
$1.32M 0.01%
16,940
+1,299
708
$1.31M 0.01%
17,899
-752
709
$1.3M 0.01%
56,963
+2,784
710
$1.3M 0.01%
32,045
-48,664
711
$1.3M 0.01%
32,158
+20,266
712
$1.29M 0.01%
152,489
-247
713
$1.29M 0.01%
16,023
+975
714
$1.29M 0.01%
28,015
-530
715
$1.29M 0.01%
7,945
-1,293
716
$1.29M 0.01%
21,587
+135
717
$1.29M 0.01%
150,992
+4,201
718
$1.27M 0.01%
19,050
+2,704
719
$1.27M 0.01%
39,265
+548
720
$1.27M 0.01%
61,184
-1,950
721
$1.26M 0.01%
28,705
+41
722
$1.26M 0.01%
18,017
+2,584
723
$1.26M 0.01%
33,108
+29,178
724
$1.26M 0.01%
21,040
-1,420
725
$1.26M 0.01%
39,663
-1,470
27 28
29
30 31