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
501
$6.6M 0.02%
43,853
-1,477
502
$6.59M 0.02%
98,260
+6,795
503
$6.59M 0.02%
64,668
-31,181
504
$6.57M 0.02%
227,785
+5,520
505
$6.5M 0.02%
81,994
-5,594
506
$6.48M 0.02%
13,119
-4,928
507
$6.45M 0.02%
115,433
-2,916
508
$6.42M 0.02%
132,038
+24,383
509
$6.42M 0.02%
+232,803
510
$6.42M 0.02%
148,223
-1,588
511
$6.34M 0.02%
141,705
+55,223
512
$6.33M 0.02%
380,501
+79,893
513
$6.25M 0.02%
416,935
+24,430
514
$6.25M 0.02%
168,105
-6,264
515
$6.25M 0.02%
110,325
+89,240
516
$6.22M 0.02%
118,760
+4,538
517
$6.14M 0.02%
51,525
+33,218
518
$6.14M 0.02%
67,536
-6,032
519
$6.1M 0.02%
161,101
-99,888
520
$6.09M 0.02%
96,827
-9,791
521
$6.08M 0.02%
102,449
+17,330
522
$6.06M 0.02%
67,674
+28,326
523
$6.05M 0.02%
132,452
+29,688
524
$6.04M 0.02%
12,769
+4,293
525
$6.03M 0.02%
296,153
-19,610
19 20
21
22 23