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
876
$691K 0.01%
11,006
-269
877
$689K 0.01%
2,958
-404
878
$689K 0.01%
22,365
+1,850
879
$688K 0.01%
101,500
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880
$680K 0.01%
21,451
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881
$671K 0.01%
17,818
882
$669K 0.01%
7,741
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883
$666K 0.01%
6,595
-320
884
$666K 0.01%
14,714
-61,967
885
$661K 0.01%
+52,410
886
$660K 0.01%
25,925
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887
$656K 0.01%
13,062
888
$654K 0.01%
25,865
-21,881
889
$653K 0.01%
+31,313
890
$649K 0.01%
665
891
$648K 0.01%
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892
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893
$638K 0.01%
39,011
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$634K 0.01%
28,583
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895
$633K 0.01%
15,711
896
$627K 0.01%
22,875
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897
$625K 0.01%
32,715
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898
$623K 0.01%
45,194
-865
899
$619K 0.01%
34,905
+2,126
900
$613K 0.01%
+12,978