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
1101
$266K ﹤0.01%
+3,077
1102
$265K ﹤0.01%
13,034
1103
$265K ﹤0.01%
3,826
1104
$263K ﹤0.01%
5,646
-389
1105
$262K ﹤0.01%
4,213
-20
1106
$261K ﹤0.01%
+21,106
1107
$261K ﹤0.01%
2,613
1108
$261K ﹤0.01%
3,500
1109
$260K ﹤0.01%
11,499
-702
1110
$259K ﹤0.01%
5,310
-500
1111
$258K ﹤0.01%
17,651
-62,127
1112
$258K ﹤0.01%
4,829
-1,150
1113
$256K ﹤0.01%
9,856
1114
$255K ﹤0.01%
11,084
-9,516
1115
$254K ﹤0.01%
1,732
-105
1116
$254K ﹤0.01%
4,707
-8,682
1117
$253K ﹤0.01%
4,773
+470
1118
$250K ﹤0.01%
4,382
1119
$249K ﹤0.01%
+3,234
1120
$247K ﹤0.01%
2,878
1121
$245K ﹤0.01%
8,631
+2,057
1122
$245K ﹤0.01%
9,002
-195
1123
$243K ﹤0.01%
16,359
+896
1124
$242K ﹤0.01%
4,343
-1,512
1125
$242K ﹤0.01%
11,016
-10,587
43 44
45
46 47