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
1176
$184K ﹤0.01%
2,156
-288
1177
$183K ﹤0.01%
16,253
1178
$176K ﹤0.01%
10,337
1179
$176K ﹤0.01%
68,300
1180
$169K ﹤0.01%
23,350
-23,000
1181
$166K ﹤0.01%
23,854
+580
1182
$166K ﹤0.01%
12,833
+833
1183
$165K ﹤0.01%
21,752
+22
1184
$162K ﹤0.01%
16,994
1185
$162K ﹤0.01%
24,420
+4,500
1186
$154K ﹤0.01%
10,139
1187
$140K ﹤0.01%
17,262
1188
$140K ﹤0.01%
+11,091
1189
$139K ﹤0.01%
12,447
1190
$135K ﹤0.01%
11,819
1191
$133K ﹤0.01%
11,900
1192
$127K ﹤0.01%
+11,476
1193
$126K ﹤0.01%
4,302
+178
1194
$122K ﹤0.01%
4,862
-710
1195
$116K ﹤0.01%
11,700
1196
$112K ﹤0.01%
3,135
-188
1197
$111K ﹤0.01%
12,000
1198
$108K ﹤0.01%
10,000
1199
$102K ﹤0.01%
12,366
-4,487
1200
$102K ﹤0.01%
14,286
46 47
48
49 50