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
76
$43.1M 0.35%
262,755
+4,494
77
$43M 0.35%
366,572
-5,227
78
$43M 0.35%
622,121
-469,933
79
$42.2M 0.34%
621,894
+292,671
80
$42.1M 0.34%
296,476
+17,186
81
$41.9M 0.34%
1,233,189
+179,642
82
$41.7M 0.34%
597,992
-8,647
83
$41.5M 0.34%
1,240,124
-7,017
84
$41.2M 0.33%
396,971
-1,534
85
$41.1M 0.33%
210,688
-3,471
86
$40.9M 0.33%
436,270
+121,303
87
$40.9M 0.33%
786,898
-1,894
88
$39.6M 0.32%
549,392
-7,797
89
$39M 0.32%
252,440
-4,175
90
$38.6M 0.31%
209,465
-383
91
$38.4M 0.31%
559,952
+104,161
92
$38.4M 0.31%
217,147
-3,577
93
$38.3M 0.31%
415,862
-6,573
94
$38.1M 0.31%
139,171
+36,975
95
$37.8M 0.31%
386,417
-4,995
96
$37.6M 0.3%
1,810,202
+1,583
97
$37.5M 0.3%
120,093
-42,259
98
$37.3M 0.3%
1,573,201
+95,291
99
$37.1M 0.3%
456,836
-37,481
100
$36.8M 0.3%
461,494
+434,024
2 3
4
5 6