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
751
$1.46M 0.01%
30,937
-2,001
752
$1.46M 0.01%
9,809
+29
753
$1.45M 0.01%
8,422
+153
754
$1.44M 0.01%
19,885
-1,454
755
$1.44M 0.01%
13,156
-146
756
$1.43M 0.01%
+14,238
757
$1.42M 0.01%
110,240
+36,639
758
$1.41M 0.01%
13,118
+1,739
759
$1.41M 0.01%
60,638
-1,796
760
$1.4M 0.01%
30,724
-6,613
761
$1.4M 0.01%
65,750
-8,634
762
$1.4M 0.01%
26,453
-297
763
$1.39M 0.01%
23,416
+2,398
764
$1.38M 0.01%
98,528
+2,392
765
$1.38M 0.01%
+12,839
766
$1.38M 0.01%
54,132
+3
767
$1.38M 0.01%
57,028
-1,459
768
$1.38M 0.01%
53,281
769
$1.38M 0.01%
91,560
+22,760
770
$1.38M 0.01%
56,708
-399
771
$1.37M 0.01%
13,864
+2,607
772
$1.36M 0.01%
15,080
-3,724
773
$1.36M 0.01%
6,434
+119
774
$1.35M 0.01%
33,683
-148,093
775
$1.34M 0.01%
138,096
+58,765