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
851
$756K 0.01%
30,671
+703
852
$755K 0.01%
11,613
+285
853
$753K 0.01%
4,727
854
$753K 0.01%
50,920
+4,690
855
$751K 0.01%
+6,356
856
$750K 0.01%
8,228
-1,948
857
$749K 0.01%
12,789
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858
$746K 0.01%
31,363
+15,803
859
$741K 0.01%
5,312
-91
860
$739K 0.01%
30,828
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861
$735K 0.01%
12,431
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862
$734K 0.01%
47,221
-16,837
863
$731K 0.01%
+12,404
864
$726K 0.01%
+11,833
865
$723K 0.01%
13,037
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866
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46,873
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867
$718K 0.01%
28,080
-1,975
868
$714K 0.01%
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869
$709K 0.01%
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870
$706K 0.01%
+11,232
871
$704K 0.01%
22,275
872
$696K 0.01%
4,209
+219
873
$693K 0.01%
+11,594
874
$691K 0.01%
8,375
-368
875
$691K 0.01%
+10,902
33 34
35
36 37