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
26
$239M 0.67%
678,564
+130,483
27
$237M 0.66%
3,636,529
+288,546
28
$236M 0.66%
1,827,695
-17,577
29
$215M 0.6%
3,256,586
+249,833
30
$215M 0.6%
543,090
-4,584
31
$215M 0.6%
2,083,620
+106,060
32
$214M 0.6%
1,582,203
+18,816
33
$212M 0.59%
1,939,439
+141,284
34
$211M 0.59%
5,463,819
+281,664
35
$202M 0.57%
2,745,908
+307,908
36
$200M 0.56%
3,833,084
+11,738
37
$199M 0.56%
3,423,665
+193,830
38
$196M 0.55%
887,152
-41,597
39
$196M 0.55%
5,786,010
-83,235
40
$189M 0.53%
1,424,181
-2,601
41
$173M 0.49%
2,407,826
+96,699
42
$173M 0.48%
485,230
+35,551
43
$172M 0.48%
1,214,838
+88,233
44
$172M 0.48%
860,877
-18,912
45
$165M 0.46%
2,008,030
+177,630
46
$161M 0.45%
1,221,873
-140,290
47
$157M 0.44%
393,878
-40,852
48
$155M 0.43%
1,747,688
+280,115
49
$151M 0.42%
1,397,795
+4,646
50
$148M 0.42%
1,415,567
+90,112
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2
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