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
1026
$375K ﹤0.01%
6,678
-5,460
1027
$371K ﹤0.01%
19,921
-59,068
1028
$371K ﹤0.01%
7,170
+1,307
1029
$370K ﹤0.01%
40,775
+1,098
1030
$369K ﹤0.01%
22,540
-870
1031
$368K ﹤0.01%
3,686
+268
1032
$367K ﹤0.01%
5,812
+133
1033
$365K ﹤0.01%
12,425
-375
1034
$364K ﹤0.01%
3,905
-650
1035
$361K ﹤0.01%
6,378
-237
1036
$361K ﹤0.01%
499
+97
1037
$360K ﹤0.01%
8,407
+2,467
1038
$359K ﹤0.01%
2,062
-189
1039
$358K ﹤0.01%
+12,528
1040
$355K ﹤0.01%
7,063
-600
1041
$350K ﹤0.01%
18,750
-1,700
1042
$349K ﹤0.01%
12,890
+5,995
1043
$347K ﹤0.01%
6,794
1044
$347K ﹤0.01%
16,974
1045
$346K ﹤0.01%
26,000
+6,800
1046
$345K ﹤0.01%
+4,633
1047
$344K ﹤0.01%
5,850
-196
1048
$342K ﹤0.01%
3,970
-383
1049
$342K ﹤0.01%
+14,800
1050
$341K ﹤0.01%
7,136
-124
40 41
42
43 44