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
801
$2.44M 0.01%
128,581
+103,081
802
$2.44M 0.01%
66,038
-6,514
803
$2.43M 0.01%
250,533
+140,854
804
$2.42M 0.01%
65,782
-16,103
805
$2.42M 0.01%
398,774
+13,648
806
$2.42M 0.01%
14,625
+7,855
807
$2.42M 0.01%
22,632
+913
808
$2.4M 0.01%
+93,351
809
$2.4M 0.01%
42,548
+20,821
810
$2.4M 0.01%
9,670
+1,100
811
$2.39M 0.01%
+64,332
812
$2.39M 0.01%
+12,490
813
$2.38M 0.01%
46,482
+5,244
814
$2.38M 0.01%
140,751
+110,751
815
$2.37M 0.01%
35,320
+67
816
$2.37M 0.01%
60,438
-9,020
817
$2.37M 0.01%
46,316
+34,774
818
$2.37M 0.01%
105,221
+39,593
819
$2.36M 0.01%
84,649
-1,322
820
$2.36M 0.01%
27,679
+501
821
$2.35M 0.01%
54,014
-2,437
822
$2.35M 0.01%
12,781
+10,115
823
$2.34M 0.01%
25,979
+347
824
$2.34M 0.01%
+33,617
825
$2.34M 0.01%
169,949
-25,620