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
776
$1.03M 0.01%
9,638
-4,058
777
$1.01M 0.01%
17,559
+901
778
$998K 0.01%
118,842
+69,897
779
$998K 0.01%
113,749
-373
780
$996K 0.01%
25,760
-1,000
781
$996K 0.01%
1,617
+1,004
782
$994K 0.01%
115,551
-6,510
783
$990K 0.01%
15,789
-3,660
784
$987K 0.01%
10,452
+793
785
$982K 0.01%
118,593
-21,632
786
$972K 0.01%
15,828
-576,055
787
$967K 0.01%
52,970
-6,368
788
$967K 0.01%
29,162
-3,376
789
$967K 0.01%
34,908
+981
790
$963K 0.01%
48,001
+303
791
$960K 0.01%
22,841
-84
792
$959K 0.01%
69,555
-78,560
793
$949K 0.01%
25,055
+680
794
$937K 0.01%
7,054
+347
795
$934K 0.01%
39,633
+16,694
796
$932K 0.01%
45,813
+1,133
797
$930K 0.01%
13,648
-18,997
798
$928K 0.01%
15,382
-754
799
$925K 0.01%
+12,436
800
$923K 0.01%
13,975
-48,841
30 31
32
33 34