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
1026
$1.33M ﹤0.01%
99,447
+499
1027
$1.32M ﹤0.01%
26,628
-56,660
1028
$1.32M ﹤0.01%
49,371
-17,673
1029
$1.32M ﹤0.01%
21,282
+5,363
1030
$1.31M ﹤0.01%
9,114
+63
1031
$1.31M ﹤0.01%
28,788
+3,532
1032
$1.31M ﹤0.01%
8,763
+5,018
1033
$1.3M ﹤0.01%
36,004
+1,623
1034
$1.3M ﹤0.01%
86,565
+1,603
1035
$1.3M ﹤0.01%
62,720
+2,193
1036
$1.3M ﹤0.01%
9,894
+7,683
1037
$1.28M ﹤0.01%
137,987
-8,638
1038
$1.27M ﹤0.01%
7,372
-338
1039
$1.26M ﹤0.01%
30,323
+7,423
1040
$1.26M ﹤0.01%
72,399
+17,361
1041
$1.26M ﹤0.01%
24,300
+19,370
1042
$1.26M ﹤0.01%
44,057
+2,546
1043
$1.26M ﹤0.01%
25,027
+931
1044
$1.25M ﹤0.01%
9,142
+1,486
1045
$1.25M ﹤0.01%
8,804
-442
1046
$1.25M ﹤0.01%
29,446
+1,800
1047
$1.25M ﹤0.01%
+9,536
1048
$1.24M ﹤0.01%
11,442
+9,336
1049
$1.24M ﹤0.01%
+30,502
1050
$1.24M ﹤0.01%
34,551
+1,552
40 41
42
43 44