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
$14.1B
AUM Growth
+$860M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,321
New
Increased
Reduced
Closed

Top Buys

1 +$41.9M
2 +$32.7M
3 +$30.5M
4
ABB
ABB Ltd
ABB
+$26M
5
ORAN
Orange
ORAN
+$25.7M

Top Sells

1 +$43.7M
2 +$35.4M
3 +$29.2M
4
GE icon
GE Aerospace
GE
+$28.3M
5
ILMN icon
Illumina
ILMN
+$27.6M

Sector Composition

1 Technology 15.94%
2 Industrials 10.86%
3 Healthcare 10.65%
4 Financials 9.56%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$349K ﹤0.01%
20,176
-199
1102
$349K ﹤0.01%
6,501
-2,236
1103
$346K ﹤0.01%
+4,997
1104
$345K ﹤0.01%
+23,408
1105
$345K ﹤0.01%
3,387
+304
1106
$341K ﹤0.01%
171,310
-18,000
1107
$340K ﹤0.01%
18,000
+199
1108
$336K ﹤0.01%
2,253
1109
$336K ﹤0.01%
+6,854
1110
$335K ﹤0.01%
5,645
-185
1111
$334K ﹤0.01%
3,890
-102
1112
$332K ﹤0.01%
6,041
1113
$332K ﹤0.01%
+6,620
1114
$332K ﹤0.01%
1,943
+687
1115
$330K ﹤0.01%
5,394
+842
1116
$324K ﹤0.01%
49,750
+24,623
1117
$324K ﹤0.01%
10,457
+290
1118
$323K ﹤0.01%
3,935
+5
1119
$319K ﹤0.01%
33,645
+10,566
1120
$314K ﹤0.01%
1,786
-117,897
1121
$310K ﹤0.01%
12,211
-11,338
1122
$310K ﹤0.01%
1,525
-198
1123
$310K ﹤0.01%
4,000
1124
$306K ﹤0.01%
15,000
1125
$305K ﹤0.01%
11,084
-1,119