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
926
$1.8M 0.01%
55,400
927
$1.8M 0.01%
54,942
-13
928
$1.79M 0.01%
8,461
-890
929
$1.79M 0.01%
19,402
+790
930
$1.79M 0.01%
9,383
-666
931
$1.78M 0.01%
102,847
+2,147
932
$1.78M 0.01%
29,225
-53
933
$1.78M 0.01%
39,328
+3,709
934
$1.78M 0.01%
125,932
+9,804
935
$1.77M 0.01%
9,184
-14,282
936
$1.75M ﹤0.01%
7,256
-1,024
937
$1.75M ﹤0.01%
10,244
+631
938
$1.75M ﹤0.01%
716
+653
939
$1.74M ﹤0.01%
65,470
+13,493
940
$1.74M ﹤0.01%
5,343
-392
941
$1.73M ﹤0.01%
16,067
+1,070
942
$1.73M ﹤0.01%
82,475
+30,187
943
$1.73M ﹤0.01%
15,879
-6,278
944
$1.72M ﹤0.01%
19,384
-71
945
$1.72M ﹤0.01%
17,461
-9,295
946
$1.72M ﹤0.01%
18,361
+516
947
$1.72M ﹤0.01%
11,297
+9,283
948
$1.72M ﹤0.01%
101,669
+3,614
949
$1.69M ﹤0.01%
61,979
-157,495
950
$1.69M ﹤0.01%
31,335
+4,918
36 37
38
39 40