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
726
$1.25M 0.01%
8,451
-753
727
$1.25M 0.01%
32,925
+550
728
$1.25M 0.01%
35,958
+3,879
729
$1.24M 0.01%
+82,736
730
$1.24M 0.01%
38,981
+542
731
$1.24M 0.01%
22,412
+570
732
$1.23M 0.01%
316,158
+53,737
733
$1.23M 0.01%
24,815
-3,227
734
$1.23M 0.01%
9,179
+125
735
$1.22M 0.01%
43,566
+713
736
$1.21M 0.01%
75,290
-438
737
$1.2M 0.01%
16,987
-2,870
738
$1.2M 0.01%
48,155
-180
739
$1.2M 0.01%
38,850
+2,092
740
$1.19M 0.01%
19,066
+3,108
741
$1.19M 0.01%
+72,339
742
$1.18M 0.01%
28,086
-2,251
743
$1.18M 0.01%
36,579
+24,597
744
$1.18M 0.01%
20,991
-468
745
$1.18M 0.01%
28,846
+4,394
746
$1.17M 0.01%
49,201
-82
747
$1.17M 0.01%
18,608
-3,705
748
$1.17M 0.01%
22,651
-4,360
749
$1.16M 0.01%
16,960
+940
750
$1.15M 0.01%
103,800
28 29
30
31 32