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
726
$1.59M 0.01%
145,344
+23,521
727
$1.58M 0.01%
29,550
-28,796
728
$1.58M 0.01%
20,915
+754
729
$1.58M 0.01%
56,567
-58
730
$1.58M 0.01%
29,156
+12,674
731
$1.57M 0.01%
86,005
+8,102
732
$1.57M 0.01%
176,711
-27,418
733
$1.55M 0.01%
31,653
-653
734
$1.55M 0.01%
49,476
-7,370
735
$1.55M 0.01%
22,814
+278
736
$1.55M 0.01%
28,481
-128
737
$1.54M 0.01%
34,650
+2,547
738
$1.54M 0.01%
86,563
-3,777
739
$1.52M 0.01%
103,355
-2,200
740
$1.52M 0.01%
21,658
+557
741
$1.52M 0.01%
15,674
-209
742
$1.52M 0.01%
61,278
+30,047
743
$1.51M 0.01%
20,733
+1,962
744
$1.51M 0.01%
60,985
-4,432
745
$1.51M 0.01%
28,622
-3,676
746
$1.49M 0.01%
22,476
+222
747
$1.48M 0.01%
10,606
+1,017
748
$1.48M 0.01%
71,231
+6,392
749
$1.47M 0.01%
166,672
+4,710
750
$1.47M 0.01%
45,199
-433
28 29
30
31 32