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
501
$5.91M 0.02%
141,252
+115,071
502
$5.91M 0.02%
29,570
-168
503
$5.89M 0.02%
185,516
+2,538
504
$5.87M 0.02%
66,338
+46,104
505
$5.85M 0.02%
532,188
+26,273
506
$5.84M 0.02%
83,186
+16,931
507
$5.83M 0.02%
176,055
+1,604
508
$5.81M 0.02%
117,079
+4,768
509
$5.78M 0.02%
115,647
-64,648
510
$5.78M 0.02%
43,630
-8,473
511
$5.77M 0.02%
147,645
+3,454
512
$5.74M 0.02%
87,588
-17,264
513
$5.7M 0.02%
309,617
-3,426
514
$5.7M 0.02%
91,465
+45,818
515
$5.66M 0.02%
140,788
-10,328
516
$5.63M 0.02%
179,692
-2,599
517
$5.59M 0.02%
170,088
+16,885
518
$5.54M 0.02%
153,977
-4,218
519
$5.54M 0.02%
71,987
-4,926
520
$5.51M 0.02%
109,677
+35,390
521
$5.5M 0.02%
114,222
+27,198
522
$5.48M 0.02%
130,796
-397
523
$5.47M 0.02%
107,449
+40,400
524
$5.45M 0.02%
81,810
-1,866
525
$5.45M 0.02%
315,763
-2,610