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
926
$557K ﹤0.01%
47,201
+1,349
927
$551K ﹤0.01%
+23,200
928
$550K ﹤0.01%
463
-27
929
$549K ﹤0.01%
7,451
-46
930
$547K ﹤0.01%
26,834
+463
931
$545K ﹤0.01%
10,973
-1,502
932
$542K ﹤0.01%
40,398
-5,814
933
$534K ﹤0.01%
25,813
+7,977
934
$531K ﹤0.01%
+7,255
935
$528K ﹤0.01%
8,844
+885
936
$525K ﹤0.01%
70,498
-8,556
937
$525K ﹤0.01%
53,650
+700
938
$517K ﹤0.01%
57,164
-186
939
$514K ﹤0.01%
28,748
-1,215
940
$512K ﹤0.01%
4,011
-4,854
941
$508K ﹤0.01%
8,515
942
$508K ﹤0.01%
11,216
-19,074
943
$508K ﹤0.01%
19,988
-260
944
$507K ﹤0.01%
+13,700
945
$507K ﹤0.01%
10,474
+1,973
946
$504K ﹤0.01%
24,491
+11,175
947
$502K ﹤0.01%
25,425
-13,538
948
$502K ﹤0.01%
19,515
-1,175
949
$495K ﹤0.01%
+7,453
950
$494K ﹤0.01%
+23,880
36 37
38
39 40