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
376
$11.7M 0.03%
60,708
+2,202
377
$11.5M 0.03%
175,047
+111,578
378
$11.4M 0.03%
261,950
+107,973
379
$11.4M 0.03%
198,476
+26,316
380
$11.4M 0.03%
134,101
-105,586
381
$11.3M 0.03%
107,219
+2,261
382
$11.2M 0.03%
136,904
+2,814
383
$11.1M 0.03%
53,997
-1,373
384
$11M 0.03%
+50,083
385
$10.9M 0.03%
179,285
-9,340
386
$10.9M 0.03%
31,983
-2,917
387
$10.8M 0.03%
69,706
+1,302
388
$10.8M 0.03%
28,960
-8,424
389
$10.8M 0.03%
192,753
-6,530
390
$10.8M 0.03%
97,915
-6,878
391
$10.7M 0.03%
184,519
+77,070
392
$10.7M 0.03%
61,022
+2,658
393
$10.7M 0.03%
340,338
+36,960
394
$10.7M 0.03%
108,458
+42,120
395
$10.7M 0.03%
236,980
+103,505
396
$10.6M 0.03%
57,826
-6,683
397
$10.6M 0.03%
238,135
+7,533
398
$10.5M 0.03%
57,988
+367
399
$10.3M 0.03%
123,420
-160,599
400
$10.3M 0.03%
113,808
+41,821
14 15
16
17 18