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
1176
$300K ﹤0.01%
4,725
+579
1177
$299K ﹤0.01%
20,000
1178
$299K ﹤0.01%
+4,510
1179
$299K ﹤0.01%
4,970
-32
1180
$299K ﹤0.01%
4,025
+647
1181
$298K ﹤0.01%
8,989
+4
1182
$297K ﹤0.01%
11,179
-5,000
1183
$296K ﹤0.01%
+16,335
1184
$292K ﹤0.01%
+11,412
1185
$290K ﹤0.01%
5,056
-577
1186
$289K ﹤0.01%
+6,920
1187
$288K ﹤0.01%
7,568
-49,738
1188
$288K ﹤0.01%
8,613
+235
1189
$288K ﹤0.01%
+6,031
1190
$287K ﹤0.01%
2,636
+53
1191
$286K ﹤0.01%
15,800
-1,500
1192
$284K ﹤0.01%
6,218
+1,479
1193
$283K ﹤0.01%
5,702
1194
$282K ﹤0.01%
7,877
-3,732
1195
$281K ﹤0.01%
7,139
+583
1196
$281K ﹤0.01%
7,152
+205
1197
$280K ﹤0.01%
+8,016
1198
$278K ﹤0.01%
11,842
+2,890
1199
$277K ﹤0.01%
6,758
+2
1200
$275K ﹤0.01%
11,187
-545