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
76
$54.6M 0.34%
498,995
+174,737
77
$54.2M 0.34%
395,899
+3,209
78
$53.8M 0.34%
61,765
-9,462
79
$53.4M 0.33%
507,217
+22,768
80
$51.7M 0.32%
853,404
+12,340
81
$50.9M 0.32%
1,238,704
+61,162
82
$50.5M 0.32%
1,168,566
+9,648
83
$50.4M 0.32%
625,347
+961
84
$50.2M 0.31%
740,487
+18,973
85
$50.1M 0.31%
142,197
-8,311
86
$49.7M 0.31%
199,570
+1,388
87
$49M 0.31%
260,798
+2,382
88
$48.9M 0.31%
578,360
+10,570
89
$48.5M 0.3%
1,054,166
-17,277
90
$48.5M 0.3%
495,259
+4,040
91
$48.3M 0.3%
335,745
+2,323
92
$48.3M 0.3%
671,173
+5,642
93
$48.3M 0.3%
320,138
+2,724
94
$48.1M 0.3%
729,508
+7,228
95
$48.1M 0.3%
350,585
+91,791
96
$47.6M 0.3%
312,606
-2,808
97
$47.6M 0.3%
287,401
-234
98
$47.4M 0.3%
696,770
+24,161
99
$47.3M 0.3%
209,844
+22,331
100
$47.2M 0.3%
1,481,213
+98,353