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
1026
$928K ﹤0.01%
15,919
+698
1027
$928K ﹤0.01%
6,137
+106
1028
$927K ﹤0.01%
117,375
+70,850
1029
$926K ﹤0.01%
29,600
1030
$925K ﹤0.01%
26,150
+1,100
1031
$918K ﹤0.01%
38,398
-2,999
1032
$917K ﹤0.01%
13,948
-750
1033
$916K ﹤0.01%
18,139
-556
1034
$916K ﹤0.01%
20,701
-2,976
1035
$914K ﹤0.01%
4,567
+1,834
1036
$912K ﹤0.01%
14,551
-172
1037
$911K ﹤0.01%
77,918
+2,055
1038
$910K ﹤0.01%
12,466
-1,130
1039
$909K ﹤0.01%
30,592
-10,013
1040
$907K ﹤0.01%
35,565
-1,775
1041
$906K ﹤0.01%
9,887
+1,428
1042
$904K ﹤0.01%
19,351
+11,559
1043
$903K ﹤0.01%
23,539
+758
1044
$903K ﹤0.01%
30,142
+2,216
1045
$900K ﹤0.01%
+9,649
1046
$899K ﹤0.01%
51,977
-5,455
1047
$889K ﹤0.01%
19,986
+55
1048
$886K ﹤0.01%
55,038
+5,136
1049
$883K ﹤0.01%
23,705
-1,073
1050
$880K ﹤0.01%
15,321
+1,486