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
801
$922K 0.01%
+8,731
802
$922K 0.01%
38,103
+886
803
$919K 0.01%
14,725
+4,572
804
$919K 0.01%
143,574
-6,330
805
$916K 0.01%
89,947
+1,690
806
$909K 0.01%
33,017
+9,444
807
$909K 0.01%
+8,787
808
$909K 0.01%
43,181
+6,075
809
$903K 0.01%
47,278
-18,862
810
$902K 0.01%
+71,255
811
$901K 0.01%
38,335
-3,044
812
$901K 0.01%
+111,525
813
$900K 0.01%
8,093
814
$898K 0.01%
5,775
-414
815
$898K 0.01%
12,071
-99
816
$894K 0.01%
11,991
-2
817
$892K 0.01%
19,514
-1,613
818
$891K 0.01%
+68,050
819
$884K 0.01%
46,022
+24,629
820
$884K 0.01%
12,915
+665
821
$884K 0.01%
35,708
+410
822
$875K 0.01%
6,051
-1,047
823
$868K 0.01%
195,122
-6,878
824
$857K 0.01%
92,026
+62,536
825
$856K 0.01%
34,512
-482
31 32
33
34 35