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
726
$3.1M 0.01%
50,485
+40,940
727
$3.06M 0.01%
39,442
+3,593
728
$3.04M 0.01%
+161,718
729
$3.02M 0.01%
+246,389
730
$3M 0.01%
+125,947
731
$3M 0.01%
310,366
+1,951
732
$3M 0.01%
47,544
-162,210
733
$2.99M 0.01%
40,430
+26,279
734
$2.98M 0.01%
93,128
+51,394
735
$2.98M 0.01%
+59,246
736
$2.97M 0.01%
34,118
+24,313
737
$2.97M 0.01%
181,190
+26,202
738
$2.96M 0.01%
94,563
-71
739
$2.96M 0.01%
204,689
+6,760
740
$2.94M 0.01%
85,611
+2,325
741
$2.94M 0.01%
117,284
-55,557
742
$2.94M 0.01%
135,109
+3,763
743
$2.94M 0.01%
49,596
+34,354
744
$2.94M 0.01%
310,228
-60,558
745
$2.93M 0.01%
25,291
+434
746
$2.92M 0.01%
59,129
-5,940
747
$2.92M 0.01%
46,352
+27,509
748
$2.91M 0.01%
+159,206
749
$2.91M 0.01%
33,523
+10,649
750
$2.9M 0.01%
53,010
+16,931
28 29
30
31 32