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
$33.5B
AUM Growth
+$4.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,632
New
Increased
Reduced
Closed

Top Buys

1
+$47.9M
2
+$42.9M
3
+$42.5M
4
CSGP icon
CoStar Group
CSGP
+$29.9M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$24.7M

Top Sells

1
+$69.9M
2
+$67.8M
3
+$28.7M
4
CSCO icon
Cisco
CSCO
+$28.6M
5
TRU icon
TransUnion
TRU
+$26.1M

Sector Composition

1 Technology 18.89%
2 Financials 11.54%
3 Healthcare 11.47%
4 Industrials 9.28%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$217M 0.65%
4,658,394
-75,966
27
$217M 0.65%
1,980,080
-21,025
28
$207M 0.62%
548,081
+20,599
29
$205M 0.61%
3,006,753
+16,504
30
$205M 0.61%
547,674
+6,367
31
$192M 0.58%
1,798,155
-12,390
32
$191M 0.57%
3,821,346
-234,960
33
$190M 0.57%
2,438,000
-17,405
34
$190M 0.57%
3,229,835
+50,885
35
$182M 0.54%
928,749
+18,132
36
$178M 0.53%
3,347,983
+80,934
37
$177M 0.53%
5,869,245
-2,317,035
38
$173M 0.52%
1,977,560
+65,340
39
$173M 0.52%
879,789
-62,149
40
$167M 0.5%
1,126,605
+116,040
41
$163M 0.49%
434,730
+14,121
42
$162M 0.48%
1,362,163
+40,409
43
$161M 0.48%
449,679
-8,577
44
$160M 0.48%
2,311,127
+256,118
45
$157M 0.47%
5,182,155
+225,377
46
$155M 0.46%
659,637
-87,843
47
$152M 0.45%
1,830,400
+128,283
48
$136M 0.41%
1,467,573
+266,116
49
$136M 0.41%
188,123
+2,578
50
$135M 0.4%
1,426,782
+27,980
1
2
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