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
1226
$251K ﹤0.01%
11,779
1227
$249K ﹤0.01%
20,491
+340
1228
$247K ﹤0.01%
11,039
+855
1229
$246K ﹤0.01%
1,417
+210
1230
$246K ﹤0.01%
9,901
+801
1231
$245K ﹤0.01%
10,087
1232
$245K ﹤0.01%
12,003
+317
1233
$243K ﹤0.01%
2,814
-1,206
1234
$243K ﹤0.01%
9,750
1235
$242K ﹤0.01%
6,585
1236
$241K ﹤0.01%
22,710
-1,915
1237
$240K ﹤0.01%
2,500
1238
$240K ﹤0.01%
3,842
-100
1239
$238K ﹤0.01%
18,643
1240
$238K ﹤0.01%
9,430
-713
1241
$237K ﹤0.01%
3,327
-400,250
1242
$236K ﹤0.01%
6,195
1243
$236K ﹤0.01%
33,233
-17,533
1244
$236K ﹤0.01%
+10,136
1245
$236K ﹤0.01%
4,520
-400
1246
$235K ﹤0.01%
+3,944
1247
$234K ﹤0.01%
13,629
+1,050
1248
$233K ﹤0.01%
+5,185
1249
$233K ﹤0.01%
+5,177
1250
$233K ﹤0.01%
14,631
-5,418
48 49
50
51 52