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
1076
$293K ﹤0.01%
+11,795
1077
$292K ﹤0.01%
13,209
-29,685
1078
$289K ﹤0.01%
+5,178
1079
$288K ﹤0.01%
+2,585
1080
$287K ﹤0.01%
11,727
-8,931
1081
$286K ﹤0.01%
17,325
-869
1082
$284K ﹤0.01%
52,328
+39,246
1083
$283K ﹤0.01%
4,000
1084
$283K ﹤0.01%
6,041
1085
$282K ﹤0.01%
17,433
+505
1086
$280K ﹤0.01%
23,569
-221
1087
$280K ﹤0.01%
15,000
1088
$280K ﹤0.01%
21,300
-300
1089
$278K ﹤0.01%
12,005
-414
1090
$277K ﹤0.01%
+11,519
1091
$277K ﹤0.01%
5,010
-184
1092
$274K ﹤0.01%
+2,053
1093
$272K ﹤0.01%
4,155
-27,773
1094
$270K ﹤0.01%
+34,832
1095
$270K ﹤0.01%
+2,755
1096
$269K ﹤0.01%
4,321
1097
$269K ﹤0.01%
17,659
1098
$268K ﹤0.01%
5,789
+398
1099
$267K ﹤0.01%
3,298
1100
$266K ﹤0.01%
36,108
-583
42 43
44
45 46