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
$33.5B
AUM Growth
+$4.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,632
New
Increased
Reduced
Closed

Top Buys

1 +$47.9M
2 +$42.9M
3 +$42.5M
4
CSGP icon
CoStar Group
CSGP
+$29.9M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$24.7M

Top Sells

1 +$69.9M
2 +$67.8M
3 +$28.7M
4
CSCO icon
Cisco
CSCO
+$28.6M
5
TRU icon
TransUnion
TRU
+$26.1M

Sector Composition

1 Technology 18.89%
2 Financials 11.54%
3 Healthcare 11.47%
4 Industrials 9.28%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$133M 0.4%
1,393,149
+6,386
52
$128M 0.38%
2,927,060
+157,030
53
$123M 0.37%
733,021
+59,212
54
$121M 0.36%
330,865
-5,178
55
$121M 0.36%
1,020,212
+20,315
56
$120M 0.36%
264,891
+41,913
57
$120M 0.36%
557,082
+2,271
58
$119M 0.36%
781,251
+10,200
59
$117M 0.35%
827,147
+42,841
60
$115M 0.35%
507,734
+1,683
61
$115M 0.35%
592,894
+22,947
62
$115M 0.35%
1,671,462
-24,954
63
$114M 0.34%
646,670
-21,130
64
$112M 0.33%
2,248,630
+33,368
65
$112M 0.33%
1,325,455
+150,760
66
$111M 0.33%
1,778,218
-120,226
67
$110M 0.33%
307,097
-9,168
68
$109M 0.33%
218,933
-50,220
69
$106M 0.32%
497,916
+21,200
70
$106M 0.32%
801,626
-7,227
71
$104M 0.31%
402,390
-89,551
72
$104M 0.31%
594,837
+47,086
73
$103M 0.31%
192,389
-26,010
74
$100M 0.3%
269,341
-43,151
75
$99.8M 0.3%
3,600,200
-26,550