Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.1B
AUM Growth
+$860M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,321
New
Increased
Reduced
Closed

Top Buys

1 +$37.8M
2 +$31.7M
3 +$29.3M
4
ABB
ABB Ltd
ABB
+$24.9M
5
ORAN
Orange
ORAN
+$24.7M

Top Sells

1 +$43.7M
2 +$34.3M
3 +$32.3M
4
WFC icon
Wells Fargo
WFC
+$27.2M
5
ILMN icon
Illumina
ILMN
+$26.7M

Sector Composition

1 Technology 15.94%
2 Industrials 10.86%
3 Healthcare 10.65%
4 Financials 9.57%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$242K ﹤0.01%
5,387
-520
1177
$237K ﹤0.01%
+4,726
1178
$235K ﹤0.01%
3,205
+33
1179
$235K ﹤0.01%
2,925
+238
1180
$234K ﹤0.01%
11,648
-463
1181
$233K ﹤0.01%
44,344
-1,056
1182
$231K ﹤0.01%
30,744
-269
1183
$230K ﹤0.01%
3,860
+2
1184
$230K ﹤0.01%
+2,518
1185
$229K ﹤0.01%
+4,766
1186
$228K ﹤0.01%
+1,630
1187
$228K ﹤0.01%
2,500
1188
$226K ﹤0.01%
5,655
-72
1189
$226K ﹤0.01%
10,871
1190
$224K ﹤0.01%
6,195
1191
$223K ﹤0.01%
+2,821
1192
$222K ﹤0.01%
10,087
1193
$222K ﹤0.01%
2,314
+158
1194
$219K ﹤0.01%
+4,469
1195
$218K ﹤0.01%
9,856
1196
$216K ﹤0.01%
+4,055
1197
$215K ﹤0.01%
3,903
-22
1198
$215K ﹤0.01%
+2,367
1199
$215K ﹤0.01%
2,068
+42
1200
$214K ﹤0.01%
+3,808