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
$33.5B
AUM Growth
+$4.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,632
New
Increased
Reduced
Closed

Top Buys

1 +$47.9M
2 +$42.9M
3 +$42.5M
4
CSGP icon
CoStar Group
CSGP
+$29.9M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$24.7M

Top Sells

1 +$69.9M
2 +$67.8M
3 +$28.7M
4
CSCO icon
Cisco
CSCO
+$28.6M
5
TRU icon
TransUnion
TRU
+$26.1M

Sector Composition

1 Technology 18.89%
2 Financials 11.54%
3 Healthcare 11.47%
4 Industrials 9.28%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$988K ﹤0.01%
69,811
+5,115
1002
$987K ﹤0.01%
45,042
-3,113
1003
$987K ﹤0.01%
16,250
-81,844
1004
$983K ﹤0.01%
6,770
-1,200
1005
$979K ﹤0.01%
67,898
-4,652
1006
$979K ﹤0.01%
8,147
+234
1007
$979K ﹤0.01%
29,126
+658
1008
$978K ﹤0.01%
+22,900
1009
$974K ﹤0.01%
153,835
+7,290
1010
$974K ﹤0.01%
27,646
+119
1011
$969K ﹤0.01%
10,931
-1,710
1012
$961K ﹤0.01%
24,674
1013
$960K ﹤0.01%
16,777
-5,001
1014
$958K ﹤0.01%
5,635
-482
1015
$957K ﹤0.01%
26,644
+1,033
1016
$956K ﹤0.01%
+109,679
1017
$956K ﹤0.01%
7,648
+1,677
1018
$950K ﹤0.01%
11,473
-676
1019
$945K ﹤0.01%
17,898
+168
1020
$939K ﹤0.01%
10,820
+1,970
1021
$938K ﹤0.01%
24,690
+4,680
1022
$933K ﹤0.01%
14,151
+2,192
1023
$931K ﹤0.01%
31,996
-2,080
1024
$930K ﹤0.01%
39,593
-13,630
1025
$930K ﹤0.01%
22,281
+16,135