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
601
$4.6M 0.01%
544,948
-12,989
602
$4.6M 0.01%
40,018
+15,727
603
$4.56M 0.01%
+33,861
604
$4.55M 0.01%
53,030
+3,935
605
$4.54M 0.01%
87,773
+7,925
606
$4.53M 0.01%
40,646
+8,482
607
$4.52M 0.01%
73,959
+16,100
608
$4.51M 0.01%
35,490
+316
609
$4.51M 0.01%
21,759
-1,597
610
$4.46M 0.01%
436,048
+950
611
$4.41M 0.01%
468,692
+13,751
612
$4.38M 0.01%
114,663
+1,150
613
$4.37M 0.01%
41,212
-415
614
$4.36M 0.01%
32,785
-6,965
615
$4.35M 0.01%
53,443
-5,100
616
$4.35M 0.01%
142,971
-36,721
617
$4.33M 0.01%
87,228
+14,389
618
$4.3M 0.01%
139,822
+4,712
619
$4.3M 0.01%
+28,679
620
$4.29M 0.01%
138,288
-1,303
621
$4.29M 0.01%
59,527
+30,754
622
$4.28M 0.01%
143,517
-24,680
623
$4.26M 0.01%
66,954
-16,971
624
$4.25M 0.01%
150,604
-4,933
625
$4.25M 0.01%
82,487
+1,377
23 24
25
26 27