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
426
$9.33M 0.03%
80,694
+6,904
427
$9.27M 0.03%
50,492
+3,610
428
$9.26M 0.03%
88,877
-5,674
429
$9.24M 0.03%
150,613
+4,050
430
$9.23M 0.03%
143,372
+6,556
431
$9.17M 0.03%
6,228
+314
432
$9.06M 0.03%
28,741
-18
433
$8.94M 0.03%
140,511
-81,715
434
$8.91M 0.03%
102,015
+25,148
435
$8.85M 0.02%
31,141
+467
436
$8.66M 0.02%
98,227
-1,213
437
$8.57M 0.02%
139,977
+30,300
438
$8.57M 0.02%
114,964
+12,193
439
$8.48M 0.02%
226,418
-8,511
440
$8.47M 0.02%
89,219
-2,045
441
$8.34M 0.02%
36,740
+2,340
442
$8.28M 0.02%
316,092
+55,665
443
$8.26M 0.02%
45,464
+14,374
444
$8.26M 0.02%
3,544
-409
445
$8.26M 0.02%
121,294
-7,113
446
$8.21M 0.02%
49,588
+5,215
447
$8.2M 0.02%
25,514
+3,027
448
$8.19M 0.02%
98,474
+735
449
$8.04M 0.02%
115,427
-3,334
450
$8.02M 0.02%
+160,256