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
526
$5.39M 0.02%
89,557
+4,245
527
$5.34M 0.02%
79,010
+71,249
528
$5.33M 0.02%
1,759
-26
529
$5.3M 0.02%
34,426
+3,039
530
$5.25M 0.02%
138,688
+99,412
531
$5.25M 0.02%
107,655
+28,114
532
$5.2M 0.02%
253,196
-168,362
533
$5.17M 0.02%
76,569
+1,513
534
$5.15M 0.02%
15,191
+417
535
$5.13M 0.02%
201,782
+26,976
536
$5.12M 0.02%
127,108
-11,004
537
$5.09M 0.02%
32,276
-49,204
538
$5.09M 0.02%
78,725
-28,314
539
$5.07M 0.02%
+31,602
540
$5.05M 0.02%
50,039
+31
541
$5.05M 0.02%
106,044
+51,962
542
$5.03M 0.02%
44,506
+1,742
543
$5.03M 0.02%
+495,694
544
$5.02M 0.02%
91,371
+56,475
545
$5.01M 0.02%
286,589
-1,449
546
$5.01M 0.02%
195,565
+136,573
547
$5M 0.01%
57,220
-6,053
548
$4.97M 0.01%
7,512
+6,226
549
$4.97M 0.01%
99,649
-8,088
550
$4.95M 0.01%
174,369
-1,712