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
526
$5.99M 0.02%
180,820
+4,765
527
$5.95M 0.02%
165,277
-20,239
528
$5.93M 0.02%
78,089
+13,485
529
$5.88M 0.02%
118,672
+96,726
530
$5.87M 0.02%
257,276
+59,449
531
$5.86M 0.02%
155,179
+147,199
532
$5.85M 0.02%
62,370
-23,614
533
$5.82M 0.02%
123,143
-3,965
534
$5.82M 0.02%
86,170
+29,650
535
$5.8M 0.02%
30,812
+1,005
536
$5.8M 0.02%
94,264
+4,707
537
$5.75M 0.02%
83,939
+4,929
538
$5.74M 0.02%
196,299
-5,994
539
$5.74M 0.02%
55,661
-1,559
540
$5.69M 0.02%
172,863
+107,210
541
$5.69M 0.02%
+101,166
542
$5.69M 0.02%
72,886
-2,006
543
$5.63M 0.02%
49,863
+501
544
$5.62M 0.02%
116,458
-24,330
545
$5.58M 0.02%
223,896
+29,364
546
$5.57M 0.02%
65,730
-98,544
547
$5.54M 0.02%
223,290
+6,078
548
$5.5M 0.02%
94,544
-37,316
549
$5.5M 0.02%
134,774
-1,526
550
$5.5M 0.02%
303,569
+16,980