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
1201
$274K ﹤0.01%
+4,421
1202
$273K ﹤0.01%
15,001
+1
1203
$272K ﹤0.01%
1,753
+3
1204
$270K ﹤0.01%
+20,583
1205
$269K ﹤0.01%
4,205
-935
1206
$269K ﹤0.01%
4,373
+216
1207
$268K ﹤0.01%
3,207
1208
$268K ﹤0.01%
2,405
+39
1209
$267K ﹤0.01%
7,927
-4,836
1210
$266K ﹤0.01%
3,260
+4
1211
$266K ﹤0.01%
8,094
-14,675
1212
$265K ﹤0.01%
13,371
+1
1213
$264K ﹤0.01%
4,541
+22
1214
$264K ﹤0.01%
+541
1215
$264K ﹤0.01%
3,265
+14
1216
$262K ﹤0.01%
+11,459
1217
$262K ﹤0.01%
+5,308
1218
$261K ﹤0.01%
+10,394
1219
$260K ﹤0.01%
+5,103
1220
$259K ﹤0.01%
3,676
+361
1221
$258K ﹤0.01%
14,421
-3,052
1222
$256K ﹤0.01%
10,737
-11,124
1223
$256K ﹤0.01%
+3,002
1224
$255K ﹤0.01%
25,860
1225
$254K ﹤0.01%
14,962
-513