Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $57B
1-Year Est. Return 20.87%
This Quarter Est. Return
1 Year Est. Return
+20.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.1B
AUM Growth
+$860M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,321
New
Increased
Reduced
Closed

Top Buys

1
+$41.9M
2
+$32.7M
3
+$30.5M
4
ABB
ABB Ltd
ABB
+$26M
5
ORAN
Orange
ORAN
+$25.7M

Top Sells

1
+$43.7M
2
+$35.4M
3
+$29.2M
4
GE icon
GE Aerospace
GE
+$28.3M
5
ILMN icon
Illumina
ILMN
+$27.6M

Sector Composition

1 Technology 15.94%
2 Industrials 10.86%
3 Healthcare 10.65%
4 Financials 9.56%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$332M 2.35%
2,672,515
+42,887
2
$315M 2.23%
7,437,544
-44,416
3
$285M 2.02%
2,114,568
+175,158
4
$278M 1.97%
6,189,482
+138,465
5
$237M 1.68%
2,771,063
-11,736
6
$204M 1.44%
3,915,344
+168,892
7
$202M 1.43%
1,445,170
+17,783
8
$168M 1.19%
845,283
+2,184
9
$164M 1.16%
1,692,257
-53,454
10
$153M 1.09%
1,279,496
-18,886
11
$152M 1.08%
1,217,066
+57,014
12
$127M 0.9%
476,420
-33,223
13
$124M 0.88%
2,345,200
+32,042
14
$120M 0.85%
3,140,120
+9,538
15
$117M 0.83%
1,090,354
-38,443
16
$112M 0.79%
3,818,536
+31,192
17
$107M 0.76%
2,261,674
+25,571
18
$101M 0.72%
1,212,492
+440
19
$94.1M 0.67%
1,469,641
-30,310
20
$90.4M 0.64%
930,992
+1,470
21
$88.3M 0.63%
579,083
-19,731
22
$87.4M 0.62%
766,311
+17,358
23
$85.4M 0.6%
929,266
+2,908
24
$85.2M 0.6%
801,816
+14,609
25
$83.8M 0.59%
1,816,246
+19,341
1
2 3 4 5