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
$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
Industrial Select Sector SPDR Fund
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
1
$413M 2.59%
7,263,656
-217,496
2
$399M 2.5%
3,139,908
+77,106
3
$322M 2.02%
2,788,119
-31,082
4
$314M 1.97%
2,008,382
-12,548
5
$299M 1.87%
6,898,063
+330,832
6
$252M 1.58%
4,584,184
+114,332
7
$223M 1.4%
1,598,529
+28,548
8
$190M 1.19%
884,072
+34,708
9
$161M 1.01%
1,295,469
+30,128
10
$158M 0.99%
3,239,766
-59
11
$147M 0.92%
504,659
-31,202
12
$143M 0.9%
950,955
+6,764
13
$134M 0.84%
1,412,951
-271,470
14
$128M 0.8%
1,131,355
+16,254
15
$125M 0.78%
2,322,729
-39,543
16
$122M 0.76%
1,048,461
+81,771
17
$117M 0.73%
2,109,642
+402,124
18
$112M 0.7%
1,009,804
-15,150
19
$110M 0.69%
1,612,283
-2,641
20
$107M 0.67%
1,070,940
-20,620
21
$106M 0.66%
637,885
+7,014
22
$101M 0.63%
264,351
+23,675
23
$100M 0.63%
1,227,604
+6,808
24
$97.9M 0.61%
1,638,340
+42,720
25
$91.6M 0.57%
611,733
+366,294
1
2 3 4 5