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
951
$685K ﹤0.01%
22,260
+9,348
952
$682K ﹤0.01%
6,261
+668
953
$681K ﹤0.01%
18,322
+5,405
954
$681K ﹤0.01%
4,669
+448
955
$680K ﹤0.01%
33,529
+1,467
956
$679K ﹤0.01%
34,061
-2,378
957
$676K ﹤0.01%
104,265
+245
958
$670K ﹤0.01%
6,180
+112
959
$670K ﹤0.01%
15,420
+5,591
960
$669K ﹤0.01%
16,117
-429
961
$668K ﹤0.01%
+9,150
962
$668K ﹤0.01%
14,319
+2,495
963
$664K ﹤0.01%
11,889
-2,802
964
$659K ﹤0.01%
53,733
+2,653
965
$659K ﹤0.01%
141,600
+12,567
966
$657K ﹤0.01%
5,703
-123
967
$654K ﹤0.01%
2,661
+116
968
$651K ﹤0.01%
9,951
969
$648K ﹤0.01%
10,532
+1,643
970
$646K ﹤0.01%
3,372
+309
971
$643K ﹤0.01%
10,303
-11,617
972
$641K ﹤0.01%
37,431
+6,313
973
$640K ﹤0.01%
31,476
+19,503
974
$632K ﹤0.01%
88,746
-19,786
975
$631K ﹤0.01%
7,155
+250