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
1301
$153K ﹤0.01%
15,723
1302
$153K ﹤0.01%
+12,335
1303
$146K ﹤0.01%
10,951
+1
1304
$143K ﹤0.01%
12,392
+1
1305
$141K ﹤0.01%
12,203
-1,642
1306
$140K ﹤0.01%
+2,260
1307
$135K ﹤0.01%
+11,000
1308
$135K ﹤0.01%
11,300
+1
1309
$128K ﹤0.01%
3,100
+260
1310
$125K ﹤0.01%
10,100
1311
$107K ﹤0.01%
10,000
1312
$106K ﹤0.01%
3,128
-342
1313
$105K ﹤0.01%
53,333
1314
$103K ﹤0.01%
10,700
1315
$101K ﹤0.01%
+10,750
1316
$96K ﹤0.01%
+12,857
1317
$96K ﹤0.01%
56,583
+4
1318
$92K ﹤0.01%
7,451
-5,744
1319
$49K ﹤0.01%
24,713
+117
1320
$48K ﹤0.01%
+4,693
1321
$32K ﹤0.01%
80,539
+2,080
1322
$31K ﹤0.01%
38,707
-3,900
1323
$25K ﹤0.01%
12,000
1324
$22K ﹤0.01%
+611
1325
-146,872