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
151
$28.7M 0.18%
89
152
$28.3M 0.18%
524,015
-113,853
153
$28.2M 0.18%
63,476
+51,999
154
$28.2M 0.18%
141,232
+4,790
155
$27.7M 0.17%
159,024
+1,042
156
$27.5M 0.17%
254,675
-29,341
157
$27.4M 0.17%
241,548
+9,798
158
$27.4M 0.17%
528,660
+431,699
159
$27.4M 0.17%
208,312
+9,892
160
$27.3M 0.17%
189,697
+9,309
161
$27.1M 0.17%
145,409
-15,610
162
$26.9M 0.17%
703,139
-536,211
163
$26.6M 0.17%
812,737
-335,427
164
$26.5M 0.17%
334,938
+300,260
165
$25.9M 0.16%
279,958
+1,307
166
$25.7M 0.16%
491,976
-33,514
167
$25.3M 0.16%
2,706,559
-403,973
168
$25.3M 0.16%
1,074,084
-146,508
169
$25.1M 0.16%
156,880
-1,980
170
$25M 0.16%
171,273
+15,349
171
$25M 0.16%
814,418
+172,249
172
$24.5M 0.15%
171,395
+6,988
173
$24.4M 0.15%
136,609
+59,027
174
$24.1M 0.15%
127,867
-47,265
175
$24M 0.15%
138,294
-6,160
5 6
7
8 9