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
1201
$87K ﹤0.01%
+52,281
1202
$85K ﹤0.01%
4,311
-2
1203
$79K ﹤0.01%
10
1204
$75K ﹤0.01%
24,713
+4,115
1205
$65K ﹤0.01%
233
-18
1206
$56K ﹤0.01%
42,607
1207
$55K ﹤0.01%
+333
1208
$18K ﹤0.01%
10,715
-3,578
1209
– –
-20,568
1210
– –
-12,890
1211
– –
-4,121
1212
– –
-10,000
1213
– –
-10,023
1214
– –
-30,863
1215
– –
-9,129
1216
– –
-32,950
1217
– –
-46,365
1218
– –
-192,849
1219
– –
-10,000
1220
– –
-63,548
1221
– –
-17,624
1222
– –
-13,039
1223
– –
-49,394
1224
– –
-28,539
1225
– –
-69,295
47 48
49
50 51