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
401
$10.3M 0.03%
54,545
-142
402
$10.3M 0.03%
134,961
+9,774
403
$10.2M 0.03%
130,469
-8,917
404
$10.2M 0.03%
106,712
-1,924
405
$10.1M 0.03%
108,597
+145
406
$10.1M 0.03%
278,822
-44,099
407
$10.1M 0.03%
88,384
-31,609
408
$9.97M 0.03%
72,676
-1,976
409
$9.95M 0.03%
73,798
-2
410
$9.95M 0.03%
173,204
+15,225
411
$9.93M 0.03%
125,466
+8,388
412
$9.93M 0.03%
77,598
-2,650
413
$9.85M 0.03%
32,102
+6,831
414
$9.82M 0.03%
245,597
-38,807
415
$9.82M 0.03%
29,743
-4,003
416
$9.79M 0.03%
118,002
+112,147
417
$9.74M 0.03%
161,960
+2,862
418
$9.65M 0.03%
34,828
-30,853
419
$9.65M 0.03%
188,551
+3,381
420
$9.64M 0.03%
170,747
-66,618
421
$9.58M 0.03%
52,204
+7,319
422
$9.4M 0.03%
158,225
-967
423
$9.4M 0.03%
11,602
+11,144
424
$9.36M 0.03%
86,296
-19,100
425
$9.35M 0.03%
110,396
-23,634