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
1101
$406K ﹤0.01%
8,313
+59
1102
$401K ﹤0.01%
9,126
-820
1103
$397K ﹤0.01%
8,219
-1,645
1104
$396K ﹤0.01%
31,290
-4,234
1105
$395K ﹤0.01%
+3,832
1106
$392K ﹤0.01%
24,160
+2,544
1107
$391K ﹤0.01%
+10,195
1108
$391K ﹤0.01%
2,251
+246
1109
$391K ﹤0.01%
3,323
+729
1110
$388K ﹤0.01%
12,729
-68,066
1111
$388K ﹤0.01%
7,196
-259
1112
$387K ﹤0.01%
10,555
+2,801
1113
$385K ﹤0.01%
39,565
+64
1114
$384K ﹤0.01%
+5,442
1115
$384K ﹤0.01%
7,494
+1
1116
$384K ﹤0.01%
8,681
+1
1117
$383K ﹤0.01%
323
-99
1118
$380K ﹤0.01%
16,360
-3,035
1119
$377K ﹤0.01%
27,834
+465
1120
$375K ﹤0.01%
15,293
-92,119
1121
$374K ﹤0.01%
14,511
+2,301
1122
$373K ﹤0.01%
40,964
-4,150
1123
$373K ﹤0.01%
5,313
-215
1124
$373K ﹤0.01%
3,938
+140
1125
$372K ﹤0.01%
8,007
-2,958