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
301
$19.6M 0.06%
+222,720
302
$19.5M 0.05%
50,899
-764
303
$19.4M 0.05%
137,880
-2,712
304
$19.2M 0.05%
81,054
+1,321
305
$19.1M 0.05%
257,615
+14,011
306
$19.1M 0.05%
176,638
+3,627
307
$18.9M 0.05%
303,811
+17,196
308
$18.9M 0.05%
101,819
-11,530
309
$18.8M 0.05%
72,206
+1,015
310
$18.7M 0.05%
149,511
-1,442
311
$18.6M 0.05%
170,622
-52,701
312
$18.5M 0.05%
337,819
+75,181
313
$18.5M 0.05%
255,372
+11,667
314
$18.4M 0.05%
308,450
-7,330
315
$18.1M 0.05%
105,361
-229
316
$18M 0.05%
300,381
-70,326
317
$18M 0.05%
195,653
-11,432
318
$18M 0.05%
339,110
+281,314
319
$17.8M 0.05%
593,928
+20,686
320
$17.7M 0.05%
58,894
+108
321
$17.3M 0.05%
538,719
-10,260
322
$17.3M 0.05%
668,971
+235,756
323
$17.2M 0.05%
787,673
+34,245
324
$17M 0.05%
887,645
+845,245
325
$16.8M 0.05%
691,092
+411,900
11 12
13
14 15