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
1001
$585K ﹤0.01%
78,067
+1,765
1002
$584K ﹤0.01%
46,233
+10,894
1003
$579K ﹤0.01%
3,413
-1,118
1004
$579K ﹤0.01%
6,203
-97
1005
$578K ﹤0.01%
177,351
-2,160
1006
$572K ﹤0.01%
5,101
+1
1007
$571K ﹤0.01%
14,400
-302
1008
$570K ﹤0.01%
24,426
+1,441
1009
$569K ﹤0.01%
45,529
+8,154
1010
$567K ﹤0.01%
+30,502
1011
$566K ﹤0.01%
10,782
+1,235
1012
$565K ﹤0.01%
+8,355
1013
$563K ﹤0.01%
+13,403
1014
$561K ﹤0.01%
13,236
-31,189
1015
$560K ﹤0.01%
7,606
+1,273
1016
$560K ﹤0.01%
22,104
+575
1017
$558K ﹤0.01%
1,929
-333
1018
$558K ﹤0.01%
35,176
-36
1019
$557K ﹤0.01%
22,605
+139
1020
$552K ﹤0.01%
9,806
+215
1021
$551K ﹤0.01%
1,656
+56
1022
$551K ﹤0.01%
35,000
-23,000
1023
$550K ﹤0.01%
21,429
+401
1024
$547K ﹤0.01%
38,748
-3,842
1025
$546K ﹤0.01%
46,060
-6,454
39 40
41
42 43