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
1026
$542K ﹤0.01%
29,208
+6,150
1027
$535K ﹤0.01%
10,937
+296
1028
$535K ﹤0.01%
+10,306
1029
$535K ﹤0.01%
4,764
+131
1030
$535K ﹤0.01%
33,152
+2,602
1031
$534K ﹤0.01%
11,681
+960
1032
$534K ﹤0.01%
4,984
-290
1033
$531K ﹤0.01%
5,485
-172
1034
$527K ﹤0.01%
20,457
-14,181
1035
$525K ﹤0.01%
4,335
-52
1036
$523K ﹤0.01%
40,096
-23,301
1037
$523K ﹤0.01%
3,465
+115
1038
$522K ﹤0.01%
78,873
+5,746
1039
$522K ﹤0.01%
21,520
+1,111
1040
$514K ﹤0.01%
30,023
+11,589
1041
$511K ﹤0.01%
17,980
-522
1042
$511K ﹤0.01%
+21,175
1043
$509K ﹤0.01%
13,131
-469
1044
$506K ﹤0.01%
20,448
-786
1045
$505K ﹤0.01%
8,636
+842
1046
$503K ﹤0.01%
7,325
+780
1047
$496K ﹤0.01%
20,767
1048
$496K ﹤0.01%
15,176
+1
1049
$496K ﹤0.01%
4,081
1050
$495K ﹤0.01%
17,232
+54
40 41
42
43 44