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
$33.5B
AUM Growth
+$4.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,632
New
Increased
Reduced
Closed

Top Buys

1 +$47.9M
2 +$42.9M
3 +$42.5M
4
CSGP icon
CoStar Group
CSGP
+$29.9M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$24.7M

Top Sells

1 +$69.9M
2 +$67.8M
3 +$28.7M
4
CSCO icon
Cisco
CSCO
+$28.6M
5
TRU icon
TransUnion
TRU
+$26.1M

Sector Composition

1 Technology 18.89%
2 Financials 11.54%
3 Healthcare 11.47%
4 Industrials 9.28%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$18.5M 0.06%
530,155
-19,832
302
$18.4M 0.05%
164,108
+4,608
303
$18.3M 0.05%
343,243
+107,925
304
$18.3M 0.05%
74,540
+13,159
305
$18M 0.05%
67,473
+4,167
306
$17.9M 0.05%
78,879
-600
307
$17.8M 0.05%
469,385
+4,688
308
$17.7M 0.05%
65,677
-4,970
309
$17.7M 0.05%
368,456
+40,512
310
$17.6M 0.05%
286,615
+12,900
311
$17.5M 0.05%
316,176
+5,057
312
$17.5M 0.05%
372,640
-56,317
313
$17.4M 0.05%
322,520
+9,780
314
$16.9M 0.05%
58,786
+2,461
315
$16.6M 0.05%
391,656
+41,215
316
$16.6M 0.05%
548,979
+9,357
317
$16.5M 0.05%
51,827
-36,986
318
$16.5M 0.05%
145,770
+16,450
319
$16.4M 0.05%
278,103
-3,041
320
$16.1M 0.05%
71,191
+1,826
321
$16.1M 0.05%
302,630
-1,351
322
$16M 0.05%
307,644
-270,358
323
$16M 0.05%
105,590
+3,633
324
$15.8M 0.05%
121,376
-221
325
$15.7M 0.05%
74,262
-491