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
201
$19.5M 0.12%
112,011
+2,043
202
$19.5M 0.12%
165,972
+21,759
203
$19.3M 0.12%
210,699
+117
204
$19.2M 0.12%
525,489
-74,637
205
$19.1M 0.12%
744,480
+228,723
206
$19M 0.12%
1,340,000
207
$19M 0.12%
328,756
-130,635
208
$19M 0.12%
102,836
-2,461
209
$18.9M 0.12%
210,159
-6,970
210
$18.9M 0.12%
202,426
+1,295
211
$18.9M 0.12%
2,630,560
+168,080
212
$18.8M 0.12%
528,247
-31,959
213
$18.7M 0.12%
263,219
+5,941
214
$18.7M 0.12%
360,898
-10,848
215
$18.5M 0.12%
113,535
+12,326
216
$18.3M 0.11%
266,690
-155,814
217
$18.1M 0.11%
349,563
+22,162
218
$18M 0.11%
205,499
+9,035
219
$17.7M 0.11%
296,162
+17,835
220
$17.5M 0.11%
115,007
+8,872
221
$17.5M 0.11%
209,551
+3,816
222
$17.3M 0.11%
414,324
+35,392
223
$17.3M 0.11%
100,023
-824
224
$17.2M 0.11%
399,863
+5,650
225
$17.1M 0.11%
215,290
+52
7 8
9
10 11