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
701
$3.35M 0.01%
201,052
-10,917
702
$3.35M 0.01%
67,325
-48,322
703
$3.34M 0.01%
10,109
+4,040
704
$3.33M 0.01%
61,155
+14,677
705
$3.33M 0.01%
61,499
+10,780
706
$3.32M 0.01%
41,468
-54,154
707
$3.31M 0.01%
162,612
+45,184
708
$3.31M 0.01%
26,448
+4,947
709
$3.28M 0.01%
+190,460
710
$3.28M 0.01%
28,579
+5,937
711
$3.26M 0.01%
44,494
-32,075
712
$3.26M 0.01%
79,823
-1,463
713
$3.21M 0.01%
6,060
-150
714
$3.21M 0.01%
76,696
-9,509
715
$3.21M 0.01%
111,407
-39,506
716
$3.2M 0.01%
72,580
-2,284
717
$3.2M 0.01%
250,011
+23,741
718
$3.17M 0.01%
35,528
+825
719
$3.16M 0.01%
51,388
+13,793
720
$3.15M 0.01%
194,890
+11,458
721
$3.14M 0.01%
235,521
-137,634
722
$3.12M 0.01%
47,538
+1,102
723
$3.11M 0.01%
66,925
+29,176
724
$3.1M 0.01%
32,479
+607
725
$3.1M 0.01%
123,174
+78,132