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
351
$13.5M 0.04%
264,534
-108,106
352
$13.5M 0.04%
195,115
-112,529
353
$13.4M 0.04%
90,754
+1,549
354
$13.4M 0.04%
414,863
+139,351
355
$13.4M 0.04%
37,304
-135
356
$13.3M 0.04%
752,545
+149,674
357
$13.3M 0.04%
109,182
+1,457
358
$13.2M 0.04%
207,522
-3,236
359
$13.2M 0.04%
82,748
-578
360
$13M 0.04%
82,189
+47,763
361
$12.8M 0.04%
250,973
+19,101
362
$12.8M 0.04%
80,582
+49,568
363
$12.8M 0.04%
85,058
-1,932
364
$12.8M 0.04%
110,066
+40,898
365
$12.6M 0.04%
344,733
+13,297
366
$12.4M 0.03%
420,539
+182,573
367
$12.3M 0.03%
157,580
+11,015
368
$12.3M 0.03%
219,203
+16,430
369
$12.2M 0.03%
1,247,014
+1,212,014
370
$12.1M 0.03%
204,370
-8,598
371
$12M 0.03%
444,233
+62,749
372
$11.9M 0.03%
100,704
+95,812
373
$11.9M 0.03%
61,031
+2,875
374
$11.9M 0.03%
55,253
+3,208
375
$11.9M 0.03%
110,172
+7,504
13 14
15
16 17