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
901
$833K 0.01%
+18,741
902
$831K 0.01%
25,494
-13
903
$831K 0.01%
46,000
-1,140
904
$829K 0.01%
39,109
+3,409
905
$825K 0.01%
59,120
-8,194
906
$820K 0.01%
32,894
+958
907
$818K 0.01%
25,230
-230
908
$816K 0.01%
24,384
-440
909
$809K 0.01%
15,884
-424
910
$802K 0.01%
+15,979
911
$799K 0.01%
+24,309
912
$793K 0.01%
20,660
-376
913
$793K 0.01%
+31,738
914
$791K 0.01%
18,123
+12,428
915
$777K ﹤0.01%
25,231
+10,556
916
$776K ﹤0.01%
+40,019
917
$776K ﹤0.01%
38,670
918
$769K ﹤0.01%
+8,196
919
$767K ﹤0.01%
56,300
+20,275
920
$765K ﹤0.01%
40,019
+81
921
$762K ﹤0.01%
14,230
+144
922
$762K ﹤0.01%
5,469
+410
923
$758K ﹤0.01%
3,953
-1,284
924
$755K ﹤0.01%
69,032
-2,188
925
$755K ﹤0.01%
50,775
+1,021