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
1051
$870K ﹤0.01%
15,242
-2,190
1052
$868K ﹤0.01%
75,218
+14,742
1053
$861K ﹤0.01%
18,526
-830
1054
$860K ﹤0.01%
15,288
+769
1055
$858K ﹤0.01%
16,549
+490
1056
$856K ﹤0.01%
16,928
-4,423
1057
$856K ﹤0.01%
9,805
-57
1058
$856K ﹤0.01%
34,796
1059
$856K ﹤0.01%
26,885
+18,962
1060
$850K ﹤0.01%
4,963
-1,287
1061
$849K ﹤0.01%
37,930
+82
1062
$848K ﹤0.01%
5,690
-1,729
1063
$847K ﹤0.01%
51,728
-22,479
1064
$845K ﹤0.01%
1,584
+11
1065
$844K ﹤0.01%
60,791
+737
1066
$843K ﹤0.01%
17,158
-2,666
1067
$841K ﹤0.01%
37,141
-45,884
1068
$838K ﹤0.01%
49,140
-369
1069
$838K ﹤0.01%
+29,839
1070
$836K ﹤0.01%
+51,945
1071
$835K ﹤0.01%
5,326
+5
1072
$835K ﹤0.01%
47,549
+2,129
1073
$833K ﹤0.01%
6,653
+690
1074
$831K ﹤0.01%
91,995
-129
1075
$830K ﹤0.01%
22,164
+1,891