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
126
$37.5M 0.24%
393,182
+17,678
127
$36.1M 0.23%
490,144
-17,936
128
$35.8M 0.22%
445,477
+189,518
129
$35.8M 0.22%
183,096
+1,714
130
$35.4M 0.22%
795,933
+31,813
131
$35.3M 0.22%
220,948
-6,354
132
$35.1M 0.22%
1,115,940
-7,203
133
$34.9M 0.22%
218,618
+45,014
134
$34.3M 0.22%
440,102
-23,794
135
$34.2M 0.21%
478,360
-90,802
136
$34.1M 0.21%
379,539
+29,037
137
$33.9M 0.21%
126,629
-2,104
138
$33.4M 0.21%
479,944
+4,924
139
$33.3M 0.21%
311,698
-14,027
140
$33.2M 0.21%
546,045
+23,615
141
$32.8M 0.21%
626,856
+11,271
142
$31.6M 0.2%
99,324
+245
143
$31.3M 0.2%
389,729
+35,427
144
$30.3M 0.19%
188,519
+1,942
145
$30.3M 0.19%
173,585
-99,121
146
$30.2M 0.19%
191,937
+4,430
147
$30M 0.19%
+599,786
148
$29.8M 0.19%
253,131
+1,495
149
$29.7M 0.19%
216,289
+1,480
150
$29.4M 0.18%
220,272
+1,687
4 5
6
7 8