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
551
$5.49M 0.02%
161,535
+22,847
552
$5.49M 0.02%
36,172
-188,859
553
$5.48M 0.02%
137,210
+105,214
554
$5.48M 0.02%
8,879
+1,367
555
$5.45M 0.02%
158,242
+10,597
556
$5.45M 0.02%
42,463
+1,202
557
$5.44M 0.02%
90,781
-590
558
$5.41M 0.02%
61,495
+14,934
559
$5.36M 0.02%
79,557
-2,253
560
$5.35M 0.02%
23,389
-4,351
561
$5.35M 0.02%
194,752
-7,030
562
$5.35M 0.02%
114,695
+22,599
563
$5.35M 0.02%
+72,251
564
$5.33M 0.02%
97,500
+24,967
565
$5.32M 0.01%
231,447
+74,863
566
$5.29M 0.01%
974,446
+928,646
567
$5.24M 0.01%
52,127
+2,088
568
$5.23M 0.01%
68,163
-1,702
569
$5.22M 0.01%
131,510
+123,203
570
$5.18M 0.01%
39,870
+31,723
571
$5.18M 0.01%
334,437
-8,408
572
$5.16M 0.01%
35,684
+6,290
573
$5.14M 0.01%
126,484
+75,866
574
$5.14M 0.01%
+65,806
575
$5.14M 0.01%
75,893
-8,909