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
51
$142M 0.4%
2,216,351
-32,279
52
$141M 0.4%
3,039,720
+112,660
53
$141M 0.4%
186,918
-1,205
54
$139M 0.39%
626,292
-33,345
55
$136M 0.38%
416,359
-91,375
56
$136M 0.38%
585,108
+44,432
57
$133M 0.37%
1,789,908
+11,690
58
$127M 0.36%
642,640
-4,030
59
$125M 0.35%
1,099,191
+78,979
60
$124M 0.35%
579,210
-13,684
61
$124M 0.35%
1,596,222
-75,240
62
$122M 0.34%
719,991
-13,030
63
$120M 0.34%
551,006
+53,090
64
$119M 0.33%
740,367
+122,708
65
$117M 0.33%
883,254
+102,003
66
$114M 0.32%
960,843
+272,892
67
$114M 0.32%
288,080
-19,017
68
$113M 0.32%
852,388
+25,241
69
$110M 0.31%
311,655
-19,210
70
$108M 0.3%
483,305
-73,777
71
$108M 0.3%
749,982
-51,644
72
$106M 0.3%
556,229
-38,608
73
$106M 0.3%
493,126
+40,067
74
$104M 0.29%
279,343
+3,027
75
$103M 0.29%
981,406
-2,060
1 2
3
4 5