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
$35.7B
AUM Growth
+$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,753
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$37.8M
3
+$33.2M
4
FISV
Fiserv Inc
FISV
+$32.5M
5
ETSY icon
Etsy
ETSY
+$29.7M

Top Sells

1
+$66.3M
2
+$42.1M
3
+$42M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$39.1M
5
CSCO icon
Cisco
CSCO
+$35.1M

Sector Composition

1 Technology 17.88%
2 Financials 12.19%
3 Healthcare 10.95%
4 Industrials 9.6%
5 Consumer Discretionary 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30.7M 0.09%
217,356
+41,998
227
$30.5M 0.09%
188,119
+10,162
228
$30.4M 0.09%
302,184
+15,200
229
$30.1M 0.08%
295,196
+16,920
230
$29.8M 0.08%
275,596
+9,127
231
$29.5M 0.08%
367,765
+24,522
232
$29.4M 0.08%
424,982
-288,200
233
$29.2M 0.08%
301,720
+1,168
234
$28.6M 0.08%
676,610
-409,830
235
$28.4M 0.08%
607,751
+25,926
236
$28.3M 0.08%
278,169
-5,239
237
$28.1M 0.08%
234,284
+41,279
238
$28M 0.08%
198,252
+11,364
239
$27.8M 0.08%
127,525
-65,482
240
$27.5M 0.08%
57,759
-7,183
241
$27.3M 0.08%
1,356,047
-19,930
242
$27.2M 0.08%
891,207
-1,023
243
$26.7M 0.07%
522,136
-29,249
244
$26M 0.07%
423,275
+242,766
245
$25.9M 0.07%
98,199
+1,117
246
$25.8M 0.07%
1,166,170
+291,748
247
$25.7M 0.07%
80,615
-36,557
248
$25.6M 0.07%
51,102
+4,621
249
$25.6M 0.07%
73,404
-8,589
250
$25.5M 0.07%
295,828
-57,003
8 9
10
11 12