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
176
$18.1M 0.15%
343,648
+21,160
177
$17.9M 0.14%
10,067
+6,882
178
$17.8M 0.14%
+198,708
179
$17.8M 0.14%
239,861
+229,732
180
$17.7M 0.14%
528,351
+210,817
181
$17.6M 0.14%
237,713
+43,639
182
$17.2M 0.14%
445,708
+42,532
183
$17.1M 0.14%
203,925
+30,035
184
$17M 0.14%
404,231
+67,104
185
$17M 0.14%
194,928
+147,782
186
$16.7M 0.14%
546,741
+105,600
187
$16.7M 0.13%
443,433
+45,999
188
$16.7M 0.13%
43,447
+672
189
$16.6M 0.13%
528,014
+99,455
190
$16.3M 0.13%
197,587
-7,754
191
$16.2M 0.13%
134,967
-4,372
192
$16.1M 0.13%
199,897
+18,935
193
$16M 0.13%
135,504
+7,507
194
$15.6M 0.13%
218,573
-9,355
195
$15.5M 0.13%
169,961
+3,402
196
$15.5M 0.13%
665,095
-21,202
197
$15.4M 0.12%
166,119
-52,629
198
$15.1M 0.12%
797,703
-38,512
199
$15M 0.12%
275,786
+10,112
200
$15M 0.12%
298,795
-9,889
6 7
8
9 10