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
126
$29.4M 0.24%
147,840
-122,803
127
$29.4M 0.24%
1,221,828
+171,912
128
$28.8M 0.23%
463,049
-35,277
129
$28.8M 0.23%
475,982
-319,107
130
$28.6M 0.23%
263,881
-6,670
131
$28.6M 0.23%
254,842
-5,698
132
$28.2M 0.23%
217,808
+135
133
$27.9M 0.23%
167,663
+17,704
134
$27.7M 0.22%
1,490,925
-249,480
135
$27.6M 0.22%
467,882
+15,129
136
$27.3M 0.22%
229,001
-4,136
137
$26.8M 0.22%
220,603
-20,304
138
$26.6M 0.21%
138,494
+123,103
139
$26.5M 0.21%
494,873
+33,313
140
$26.4M 0.21%
443,585
-5,773
141
$26.4M 0.21%
400,072
-130,918
142
$25.7M 0.21%
308,923
+20,896
143
$25.5M 0.21%
775,282
+63,087
144
$25.2M 0.2%
398,094
-61,755
145
$24.9M 0.2%
325,198
-4,478
146
$24.9M 0.2%
2,793,050
+71,100
147
$24.6M 0.2%
270,735
-27,699
148
$24.5M 0.2%
212,251
-10,142
149
$24.2M 0.2%
199,264
+37,863
150
$24.2M 0.2%
182,084
-3,267
4 5
6
7 8