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
976
$447K ﹤0.01%
6,709
-5,650
977
$445K ﹤0.01%
4,225
+85
978
$445K ﹤0.01%
33,287
-5,827
979
$444K ﹤0.01%
2,684
+243
980
$443K ﹤0.01%
10,410
981
$442K ﹤0.01%
8,015
-3,600
982
$439K ﹤0.01%
4,276
+268
983
$438K ﹤0.01%
23,073
-3,130
984
$438K ﹤0.01%
8,026
+2,918
985
$437K ﹤0.01%
+5,418
986
$436K ﹤0.01%
32,793
-2,240
987
$435K ﹤0.01%
21,575
+3,175
988
$433K ﹤0.01%
+8,557
989
$426K ﹤0.01%
26,989
+7,100
990
$425K ﹤0.01%
7,047
-80
991
$424K ﹤0.01%
14,370
+734
992
$421K ﹤0.01%
16,684
-694
993
$421K ﹤0.01%
28,135
-30,257
994
$421K ﹤0.01%
27,431
-1,100
995
$419K ﹤0.01%
5,607
+132
996
$417K ﹤0.01%
5,800
-123
997
$414K ﹤0.01%
5,535
+270
998
$413K ﹤0.01%
22,970
+1,068
999
$413K ﹤0.01%
8,590
1000
$412K ﹤0.01%
2,973
+225
38 39
40
41 42