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
851
$1M 0.01%
49,895
+2,017
852
$1M 0.01%
2,812
+109
853
$999K 0.01%
624,299
+67,234
854
$998K 0.01%
9,300
-20
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$998K 0.01%
32,934
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856
$994K 0.01%
13,916
-33
857
$993K 0.01%
15,150
-6,655
858
$988K 0.01%
+34,560
859
$987K 0.01%
21,940
-148
860
$987K 0.01%
18,627
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861
$984K 0.01%
99,826
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862
$972K 0.01%
58,882
+26,376
863
$963K 0.01%
18,338
+4,048
864
$961K 0.01%
+12,682
865
$952K 0.01%
32,771
-1,597
866
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867
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868
$937K 0.01%
4,937
869
$937K 0.01%
8,291
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870
$933K 0.01%
2,176
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871
$921K 0.01%
11,448
+1,219
872
$920K 0.01%
+11,042
873
$918K 0.01%
+13,435
874
$917K 0.01%
73,757
+1
875
$910K 0.01%
17,022
-301,612
33 34
35
36 37