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
201
$15M 0.12%
797,700
-120,036
202
$15M 0.12%
197,500
+11,395
203
$14.6M 0.12%
177,189
+30,482
204
$14.3M 0.12%
133,107
-10,902
205
$14.1M 0.11%
171,912
-8,612
206
$14.1M 0.11%
1,211,168
+169,285
207
$14.1M 0.11%
144,051
+27,567
208
$13.7M 0.11%
193,952
+10,276
209
$13.5M 0.11%
113,811
+16,580
210
$13.5M 0.11%
112,700
-2,444
211
$13.3M 0.11%
157,094
+16,347
212
$13.2M 0.11%
239,423
-321,872
213
$13.1M 0.11%
188,728
+8,200
214
$13M 0.1%
174,648
+4,094
215
$12.9M 0.1%
141,725
-261
216
$12.8M 0.1%
84,605
+20,489
217
$12.8M 0.1%
260,342
-236,411
218
$12.8M 0.1%
265,492
-432,085
219
$12.7M 0.1%
51
+11
220
$12.6M 0.1%
173,414
+1,757
221
$12.4M 0.1%
168,500
+4,387
222
$12.4M 0.1%
113,191
+67,904
223
$12.3M 0.1%
417,201
-14,091
224
$12.2M 0.1%
309,376
+35,291
225
$12.2M 0.1%
124,842
-14,670
7 8
9
10 11