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
101
$47.1M 0.3%
297,556
+1,917
102
$46.6M 0.29%
374,905
+3,153
103
$46.3M 0.29%
733,724
+204,983
104
$45.4M 0.28%
992,370
+9,481
105
$45.2M 0.28%
3,121,448
-1,096,100
106
$45M 0.28%
269,897
-2,644
107
$45M 0.28%
508,092
-8,786
108
$44.3M 0.28%
689,903
+27,194
109
$43.6M 0.27%
491,891
+30,657
110
$43M 0.27%
1,360,953
+30,066
111
$42.6M 0.27%
90,064
-938
112
$42.5M 0.27%
1,811,168
+273,442
113
$42.4M 0.27%
1,429,802
+56,957
114
$42.2M 0.26%
1,394,716
+11,363
115
$41.7M 0.26%
257,171
-4,780
116
$41.6M 0.26%
841,020
+263,656
117
$41.6M 0.26%
+801,489
118
$41.5M 0.26%
342,334
-114,299
119
$40.9M 0.26%
526,483
+103
120
$40.3M 0.25%
1,157,074
+15,968
121
$39.7M 0.25%
639,277
+428
122
$39.2M 0.25%
241,504
-20,492
123
$38.9M 0.24%
406,920
+73,946
124
$38.8M 0.24%
334,878
+47,834
125
$38.4M 0.24%
237,781
-10,063