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
1251
$232K ﹤0.01%
5,858
+251
1252
$232K ﹤0.01%
+8,508
1253
$230K ﹤0.01%
+5,429
1254
$229K ﹤0.01%
9,527
1255
$229K ﹤0.01%
+9,446
1256
$229K ﹤0.01%
11,116
+246
1257
$228K ﹤0.01%
7,701
-2,849
1258
$225K ﹤0.01%
4,145
1259
$225K ﹤0.01%
+1,383
1260
$224K ﹤0.01%
3,399
-258
1261
$222K ﹤0.01%
4,765
1262
$222K ﹤0.01%
+1,983
1263
$221K ﹤0.01%
+2,849
1264
$221K ﹤0.01%
5,236
+636
1265
$218K ﹤0.01%
10,831
-4,140
1266
$217K ﹤0.01%
+2,156
1267
$216K ﹤0.01%
3,438
-607
1268
$215K ﹤0.01%
+635
1269
$215K ﹤0.01%
+7,652
1270
$215K ﹤0.01%
5,685
1271
$214K ﹤0.01%
+4,400
1272
$213K ﹤0.01%
2,301
-507
1273
$213K ﹤0.01%
+630
1274
$212K ﹤0.01%
+17,530
1275
$211K ﹤0.01%
+3,116