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
1051
$494K ﹤0.01%
+16,437
1052
$488K ﹤0.01%
+17,045
1053
$488K ﹤0.01%
15,760
+1,312
1054
$483K ﹤0.01%
4,816
-833
1055
$482K ﹤0.01%
26,290
+7,468
1056
$481K ﹤0.01%
10,830
+2,713
1057
$476K ﹤0.01%
7,680
+1,044
1058
$471K ﹤0.01%
8,358
-385
1059
$470K ﹤0.01%
+6,913
1060
$470K ﹤0.01%
74,637
+791
1061
$469K ﹤0.01%
2,854
+1,343
1062
$466K ﹤0.01%
17,946
-21,550
1063
$466K ﹤0.01%
15,399
+5,701
1064
$459K ﹤0.01%
18,225
-1,437
1065
$456K ﹤0.01%
+9,339
1066
$455K ﹤0.01%
+9,923
1067
$455K ﹤0.01%
5,726
-133
1068
$453K ﹤0.01%
+35,473
1069
$453K ﹤0.01%
7,956
+324
1070
$451K ﹤0.01%
14,803
-739
1071
$451K ﹤0.01%
4,254
+1,967
1072
$451K ﹤0.01%
+14,352
1073
$450K ﹤0.01%
4,558
-306
1074
$449K ﹤0.01%
16,882
-304
1075
$448K ﹤0.01%
5,696
+116