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
1051
$339K ﹤0.01%
5,101
-250
1052
$337K ﹤0.01%
11,241
-917
1053
$337K ﹤0.01%
33,039
+6,075
1054
$336K ﹤0.01%
10,378
-300
1055
$335K ﹤0.01%
7,506
+185
1056
$334K ﹤0.01%
+5,560
1057
$333K ﹤0.01%
9,182
-1,875
1058
$330K ﹤0.01%
27,020
+17,020
1059
$329K ﹤0.01%
914
+17
1060
$328K ﹤0.01%
5,005
-218
1061
$321K ﹤0.01%
15,939
+1,279
1062
$321K ﹤0.01%
12,951
-590
1063
$317K ﹤0.01%
7,500
+319
1064
$316K ﹤0.01%
3,525
+635
1065
$316K ﹤0.01%
18,490
-114
1066
$316K ﹤0.01%
10,028
-116
1067
$316K ﹤0.01%
2,626
-251
1068
$309K ﹤0.01%
25,600
-750
1069
$308K ﹤0.01%
7,552
-241
1070
$307K ﹤0.01%
3,122
+125
1071
$307K ﹤0.01%
17,471
+3,701
1072
$301K ﹤0.01%
8,751
-4,224
1073
$300K ﹤0.01%
22,000
1074
$299K ﹤0.01%
5,414
+6
1075
$294K ﹤0.01%
17,823
-199
41 42
43
44 45