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
1001
$1.44M ﹤0.01%
+47,727
1002
$1.44M ﹤0.01%
43,604
+29,960
1003
$1.42M ﹤0.01%
93,912
+4,884
1004
$1.42M ﹤0.01%
105,331
+9,861
1005
$1.41M ﹤0.01%
29,479
-854
1006
$1.41M ﹤0.01%
+23,287
1007
$1.41M ﹤0.01%
43,005
+8,073
1008
$1.41M ﹤0.01%
+52,723
1009
$1.4M ﹤0.01%
17,882
-109,340
1010
$1.4M ﹤0.01%
164,152
+14,415
1011
$1.4M ﹤0.01%
27,667
+4,128
1012
$1.4M ﹤0.01%
47,140
+20,864
1013
$1.4M ﹤0.01%
7,766
+1,911
1014
$1.4M ﹤0.01%
49,431
+666
1015
$1.39M ﹤0.01%
11,560
-192
1016
$1.38M ﹤0.01%
18,225
-1,335
1017
$1.37M ﹤0.01%
5,181
+1,265
1018
$1.37M ﹤0.01%
+38,376
1019
$1.36M ﹤0.01%
7,812
+3,626
1020
$1.36M ﹤0.01%
46,151
-1,812
1021
$1.36M ﹤0.01%
+19,637
1022
$1.35M ﹤0.01%
26,880
-215,718
1023
$1.34M ﹤0.01%
+33,155
1024
$1.34M ﹤0.01%
59,988
-434
1025
$1.33M ﹤0.01%
9,325
-600
39 40
41
42 43