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
1126
$239K ﹤0.01%
3,990
-90
1127
$238K ﹤0.01%
+5,213
1128
$237K ﹤0.01%
17,017
1129
$237K ﹤0.01%
10,236
1130
$235K ﹤0.01%
83
+15
1131
$234K ﹤0.01%
11,924
-4,550
1132
$233K ﹤0.01%
4,188
1133
$233K ﹤0.01%
3,589
-150
1134
$231K ﹤0.01%
1,927
-245
1135
$231K ﹤0.01%
+2,108
1136
$224K ﹤0.01%
10,087
1137
$224K ﹤0.01%
2,400
1138
$223K ﹤0.01%
+7,550
1139
$222K ﹤0.01%
+679
1140
$220K ﹤0.01%
+1,060
1141
$220K ﹤0.01%
+9,736
1142
$220K ﹤0.01%
5,038
1143
$219K ﹤0.01%
+1,983
1144
$218K ﹤0.01%
6,000
-2,480
1145
$218K ﹤0.01%
6,195
1146
$218K ﹤0.01%
6,397
-1,065
1147
$217K ﹤0.01%
16,497
-217
1148
$216K ﹤0.01%
40,758
+9,880
1149
$214K ﹤0.01%
30,800
1150
$213K ﹤0.01%
4,202
-620
44 45
46
47 48