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
1151
$331K ﹤0.01%
+10,290
1152
$331K ﹤0.01%
6,864
+218
1153
$331K ﹤0.01%
5,610
-1,549
1154
$331K ﹤0.01%
47,250
+850
1155
$330K ﹤0.01%
5,847
+285
1156
$329K ﹤0.01%
6,263
-5,445
1157
$329K ﹤0.01%
15,551
-3,499
1158
$328K ﹤0.01%
6,856
+1
1159
$326K ﹤0.01%
16,394
+2,742
1160
$326K ﹤0.01%
+4,973
1161
$325K ﹤0.01%
6,546
-1,960
1162
$325K ﹤0.01%
6,800
+100
1163
$320K ﹤0.01%
5,389
+1,389
1164
$318K ﹤0.01%
4,333
-9
1165
$317K ﹤0.01%
+6,602
1166
$316K ﹤0.01%
7,516
-8,634
1167
$316K ﹤0.01%
9,185
+1,426
1168
$314K ﹤0.01%
19,422
-300
1169
$313K ﹤0.01%
4,726
1170
$310K ﹤0.01%
13,552
1171
$308K ﹤0.01%
23,875
+6,850
1172
$308K ﹤0.01%
28,950
+13,055
1173
$307K ﹤0.01%
+5,028
1174
$306K ﹤0.01%
6,663
-447
1175
$305K ﹤0.01%
+5,600