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
826
$844K 0.01%
52,115
-3,591
827
$830K 0.01%
40,400
+799
828
$825K 0.01%
32,407
+458
829
$819K 0.01%
19,541
-303
830
$817K 0.01%
+25,700
831
$812K 0.01%
8,807
-3,973
832
$811K 0.01%
31,769
+469
833
$810K 0.01%
7,123
-7,449
834
$809K 0.01%
24,295
-750
835
$809K 0.01%
51,473
-1,200
836
$806K 0.01%
39,898
-10,573
837
$806K 0.01%
12,765
+3,894
838
$804K 0.01%
17,677
+800
839
$801K 0.01%
32,068
-719
840
$796K 0.01%
49,951
-3,290
841
$791K 0.01%
+75,271
842
$776K 0.01%
106,234
-11,493
843
$772K 0.01%
17,000
-575
844
$769K 0.01%
50,539
-2,964
845
$765K 0.01%
21,687
+228
846
$764K 0.01%
29,822
+10,595
847
$763K 0.01%
8,269
+59
848
$762K 0.01%
9,105
-119
849
$757K 0.01%
14,565
850
$757K 0.01%
9,512
-236
32 33
34
35 36