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
1126
$370K ﹤0.01%
3,899
+1,023
1127
$367K ﹤0.01%
7,930
+1,195
1128
$367K ﹤0.01%
22,232
+1
1129
$366K ﹤0.01%
6,539
-220
1130
$364K ﹤0.01%
5,071
+244
1131
$361K ﹤0.01%
15,600
-644
1132
$360K ﹤0.01%
5,724
+400
1133
$358K ﹤0.01%
3,865
1134
$358K ﹤0.01%
+7,405
1135
$353K ﹤0.01%
+9,827
1136
$352K ﹤0.01%
2,964
-486
1137
$350K ﹤0.01%
20,840
+10
1138
$347K ﹤0.01%
2,619
-756
1139
$346K ﹤0.01%
9,022
-859
1140
$343K ﹤0.01%
7,528
-47
1141
$343K ﹤0.01%
3,290
+654
1142
$342K ﹤0.01%
+18,580
1143
$341K ﹤0.01%
+4,240
1144
$341K ﹤0.01%
+8,734
1145
$340K ﹤0.01%
500
-50
1146
$337K ﹤0.01%
15,809
+6,288
1147
$337K ﹤0.01%
+14,091
1148
$334K ﹤0.01%
2,756
+58
1149
$334K ﹤0.01%
5,498
+1,548
1150
$333K ﹤0.01%
+2,149