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
176
$24M 0.15%
1,524,718
-5,449
177
$23.7M 0.15%
513,214
+1,076
178
$23.7M 0.15%
207,538
-1,087
179
$23.4M 0.15%
205,052
-1,454
180
$23.3M 0.15%
282,238
+92,522
181
$22.8M 0.14%
191,121
+171,124
182
$22.5M 0.14%
226,386
+7,307
183
$22.2M 0.14%
163,351
+11,899
184
$22.2M 0.14%
735,893
+57,096
185
$22.2M 0.14%
498,796
+16,136
186
$22M 0.14%
60,399
-380
187
$22M 0.14%
642,294
-2,476
188
$21.8M 0.14%
595,423
+18,248
189
$21.6M 0.14%
381,884
+2,644
190
$21.4M 0.13%
774,131
+24,453
191
$21.4M 0.13%
349,596
+21,833
192
$21M 0.13%
264,043
-9,245
193
$20.8M 0.13%
328,798
+13,469
194
$20.7M 0.13%
192,781
+34,253
195
$20.3M 0.13%
334,705
+329,640
196
$20.1M 0.13%
10,120
+494
197
$19.8M 0.12%
238,106
+30,256
198
$19.6M 0.12%
236,288
-10,845
199
$19.6M 0.12%
56,230
+6,979
200
$19.5M 0.12%
943,410
-117,855