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
76
$102M 0.29%
208,354
-10,579
77
$102M 0.29%
491,670
+28,023
78
$100M 0.28%
532,122
+30,898
79
$98.7M 0.28%
182,266
-10,123
80
$98.7M 0.28%
1,356,251
+8,554
81
$96.8M 0.27%
819,576
-23,773
82
$96.5M 0.27%
3,082,448
+715,398
83
$95.8M 0.27%
2,452,625
+31,708
84
$95.5M 0.27%
3,360,800
-239,400
85
$95.4M 0.27%
4,174,653
+200,272
86
$95.1M 0.27%
2,686,610
-187,750
87
$94.8M 0.27%
1,562,722
+157,187
88
$93.1M 0.26%
375,783
-26,607
89
$92.4M 0.26%
249,638
-15,253
90
$92.1M 0.26%
1,458,997
+77,949
91
$90.6M 0.25%
1,198,205
+49,041
92
$90.5M 0.25%
1,739,370
-93,340
93
$90.5M 0.25%
1,193,329
+8,288
94
$90.1M 0.25%
362,112
-21,642
95
$88.5M 0.25%
533,711
-39,478
96
$88.2M 0.25%
255,586
-13,755
97
$88.1M 0.25%
416,040
-13,127
98
$87.2M 0.24%
384,415
+54,572
99
$85.1M 0.24%
808,471
-52,317
100
$83.9M 0.24%
368,147
+11,154
2 3
4
5 6