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
751
$1.15M 0.01%
66,859
+93
752
$1.14M 0.01%
19,393
-667
753
$1.14M 0.01%
105,217
+7,872
754
$1.13M 0.01%
9,925
-90
755
$1.13M 0.01%
25,258
+13,703
756
$1.12M 0.01%
10,262
+500
757
$1.12M 0.01%
11,667
-167
758
$1.11M 0.01%
35,296
-5,169
759
$1.11M 0.01%
28,521
-1,100
760
$1.1M 0.01%
+87,108
761
$1.1M 0.01%
80,576
+31,184
762
$1.09M 0.01%
81,402
-994
763
$1.09M 0.01%
70,148
-27,443
764
$1.08M 0.01%
50,591
+175
765
$1.08M 0.01%
13,425
-2,970
766
$1.07M 0.01%
10,500
-100
767
$1.07M 0.01%
19,618
-12,874
768
$1.07M 0.01%
11,479
-11
769
$1.06M 0.01%
24,040
+1,228
770
$1.05M 0.01%
9,668
+7,630
771
$1.05M 0.01%
9,932
-1,815
772
$1.04M 0.01%
28,336
-541
773
$1.04M 0.01%
7,431
-482
774
$1.04M 0.01%
27,754
-15,600
775
$1.03M 0.01%
16,611
+824
29 30
31
32 33