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
151
$23.8M 0.19%
174,364
+170,061
152
$23.7M 0.19%
+314,220
153
$23.7M 0.19%
363,774
-21,088
154
$23.4M 0.19%
2,397,485
+1,709
155
$23.2M 0.19%
700,671
-50,894
156
$22.3M 0.18%
750,482
+641,479
157
$22.3M 0.18%
944,227
+63,272
158
$22.3M 0.18%
167,101
+8,116
159
$22.2M 0.18%
523,214
-35,384
160
$21.9M 0.18%
166,185
+207
161
$21.5M 0.17%
162,069
+20,430
162
$21.3M 0.17%
271,757
-11,373
163
$21.2M 0.17%
584,138
+178,861
164
$21M 0.17%
167,333
+4,457
165
$21M 0.17%
718,693
-23,531
166
$20.8M 0.17%
455,483
-192,597
167
$20.7M 0.17%
356,461
+19,515
168
$20.3M 0.16%
241,281
+67,000
169
$19.8M 0.16%
105,402
-348
170
$19.2M 0.16%
178,466
-27,648
171
$18.8M 0.15%
416,084
-329,243
172
$18.3M 0.15%
1,537,993
-82,828
173
$18.2M 0.15%
139,195
+68,306
174
$18.1M 0.15%
1,058,178
-3,240
175
$18.1M 0.15%
160,192
-85
5 6
7
8 9