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
326
$16.7M 0.05%
352,601
-39,055
327
$16.6M 0.05%
365,862
+139,438
328
$16.5M 0.05%
121,741
-37,300
329
$16.2M 0.05%
263,789
-14,314
330
$15.8M 0.04%
43,000
-16,943
331
$15.7M 0.04%
510,153
-32,825
332
$15.7M 0.04%
483,007
-71,764
333
$15.7M 0.04%
37,379
+25,583
334
$15.5M 0.04%
72,451
-1,811
335
$15.5M 0.04%
103,417
-1,652
336
$15.5M 0.04%
53,902
+2,075
337
$15.5M 0.04%
107,316
-52,628
338
$14.9M 0.04%
130,993
-33,115
339
$14.8M 0.04%
137,867
+782
340
$14.6M 0.04%
212,291
+2,713
341
$14.6M 0.04%
54,188
+7,810
342
$14.5M 0.04%
177,074
+993
343
$14.4M 0.04%
177,109
+22,581
344
$14.4M 0.04%
367,379
+13,265
345
$14.2M 0.04%
904,863
-14,186
346
$14.2M 0.04%
106,559
-14,817
347
$14.2M 0.04%
267,884
+77,226
348
$14M 0.04%
244,306
-15,299
349
$13.6M 0.04%
253,290
+7,176
350
$13.5M 0.04%
188,602
+18,177