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
626
$4.25M 0.01%
46,228
+15,854
627
$4.25M 0.01%
42,772
+4,403
628
$4.24M 0.01%
107,292
+2,458
629
$4.2M 0.01%
17,130
-3,284
630
$4.19M 0.01%
74,309
-3,410
631
$4.18M 0.01%
121,722
-6,372
632
$4.17M 0.01%
132,037
-4,321
633
$4.17M 0.01%
32,939
+1,017
634
$4.17M 0.01%
91,094
+12,080
635
$4.14M 0.01%
18,782
+2,489
636
$4.11M 0.01%
76,763
-365
637
$4.09M 0.01%
45,938
+64
638
$4.09M 0.01%
48,372
+21,932
639
$4.07M 0.01%
130,635
-12,675
640
$4.03M 0.01%
64,317
-1,017
641
$4.03M 0.01%
15,836
+645
642
$4.03M 0.01%
82,836
+3,687
643
$4.01M 0.01%
108,800
+5,800
644
$4M 0.01%
17,397
+1,925
645
$3.99M 0.01%
109,484
+10,822
646
$3.99M 0.01%
146,576
+37,330
647
$3.97M 0.01%
94,670
+3,247
648
$3.96M 0.01%
42,189
-12,574
649
$3.96M 0.01%
325,336
+2,538
650
$3.94M 0.01%
389,522
+319,309
24 25
26
27 28