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
1076
$447K ﹤0.01%
19,752
-2,087
1077
$447K ﹤0.01%
15,546
-9,610
1078
$445K ﹤0.01%
+79,386
1079
$444K ﹤0.01%
+5,958
1080
$442K ﹤0.01%
26,854
+1,533
1081
$440K ﹤0.01%
12,508
+2,097
1082
$439K ﹤0.01%
4,222
+22
1083
$436K ﹤0.01%
60,955
-69,942
1084
$435K ﹤0.01%
15,779
-8,827
1085
$433K ﹤0.01%
3,988
+1,146
1086
$430K ﹤0.01%
8,515
1087
$428K ﹤0.01%
11,553
-6,158
1088
$428K ﹤0.01%
16,901
-1,606
1089
$423K ﹤0.01%
2,750
+352
1090
$421K ﹤0.01%
18,973
+330
1091
$417K ﹤0.01%
11,107
-546
1092
$415K ﹤0.01%
5,935
-59
1093
$414K ﹤0.01%
14,710
+785
1094
$414K ﹤0.01%
5,248
1095
$414K ﹤0.01%
10,339
+325
1096
$413K ﹤0.01%
10,060
-3,103
1097
$412K ﹤0.01%
15,715
-3,073
1098
$412K ﹤0.01%
+6,494
1099
$411K ﹤0.01%
6,715
+635
1100
$410K ﹤0.01%
3,197
-213