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
1226
-105,504
1227
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1228
-11,807
1229
-24,124
1230
-4,535
1231
-4,074
1232
-125,783
1233
-38,544
1234
-5,677
1235
-14,516
1236
-26,281
1237
-5,000
1238
-2,397
1239
-4,339
1240
-2,835
1241
-22,788
1242
-9,842
1243
-10,313
1244
-10,535
1245
-10,547
1246
-8,030
1247
-7,413
1248
-31,340
1249
-26,187
1250
-29,820