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
701
$1.78M 0.01%
25,084
-2,471
702
$1.78M 0.01%
100,042
+5,201
703
$1.78M 0.01%
22,601
-174
704
$1.76M 0.01%
43,730
+3,270
705
$1.75M 0.01%
17,029
-266
706
$1.75M 0.01%
135,802
-1,101
707
$1.75M 0.01%
103,665
+53,835
708
$1.75M 0.01%
157,027
+9,343
709
$1.74M 0.01%
106,091
+1,680
710
$1.74M 0.01%
96,868
-7,933
711
$1.74M 0.01%
31,303
-1,003
712
$1.73M 0.01%
34,340
-399
713
$1.73M 0.01%
46,988
+24,027
714
$1.73M 0.01%
78,794
+1,917
715
$1.66M 0.01%
53,956
+1,340
716
$1.66M 0.01%
170,414
+29
717
$1.64M 0.01%
63,582
-41,085
718
$1.64M 0.01%
9,086
-1,326
719
$1.63M 0.01%
20,424
-8,739
720
$1.63M 0.01%
47,275
+41,883
721
$1.63M 0.01%
42,661
+35,617
722
$1.63M 0.01%
85,834
+72,403
723
$1.6M 0.01%
15,749
+717
724
$1.6M 0.01%
30,325
+161
725
$1.59M 0.01%
112,263
+17,852
27 28
29
30 31