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
1001
$411K ﹤0.01%
7,472
-311
1002
$408K ﹤0.01%
+31,707
1003
$408K ﹤0.01%
5,878
+579
1004
$405K ﹤0.01%
3,295
-176
1005
$399K ﹤0.01%
5,415
-809
1006
$397K ﹤0.01%
18,947
1007
$395K ﹤0.01%
+30,101
1008
$392K ﹤0.01%
22,093
-653
1009
$392K ﹤0.01%
7,663
-5,905
1010
$392K ﹤0.01%
16,263
-111,823
1011
$390K ﹤0.01%
+4,011
1012
$390K ﹤0.01%
13,678
1013
$385K ﹤0.01%
8,672
-388
1014
$385K ﹤0.01%
16,515
1015
$384K ﹤0.01%
25,192
+284
1016
$384K ﹤0.01%
18,441
+1,349
1017
$383K ﹤0.01%
62,205
-676
1018
$380K ﹤0.01%
5,542
1019
$380K ﹤0.01%
10,483
-50
1020
$380K ﹤0.01%
9,280
+44
1021
$379K ﹤0.01%
6,201
-4,834
1022
$378K ﹤0.01%
+13,776
1023
$376K ﹤0.01%
2,836
1024
$376K ﹤0.01%
3,414
-172
1025
$376K ﹤0.01%
+15,630
39 40
41
42 43