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
1076
$829K ﹤0.01%
38,113
-501
1077
$828K ﹤0.01%
9,767
-886
1078
$821K ﹤0.01%
6,449
+2,053
1079
$818K ﹤0.01%
42,390
-252
1080
$816K ﹤0.01%
+14,623
1081
$813K ﹤0.01%
203,801
+1,000
1082
$809K ﹤0.01%
8,537
+5,535
1083
$800K ﹤0.01%
6,160
-22
1084
$793K ﹤0.01%
9,529
+479
1085
$793K ﹤0.01%
13,995
+1,350
1086
$792K ﹤0.01%
10,803
+147
1087
$792K ﹤0.01%
14,595
-14,232
1088
$787K ﹤0.01%
30,969
+146
1089
$785K ﹤0.01%
21,132
-456
1090
$783K ﹤0.01%
+3,599
1091
$783K ﹤0.01%
14,670
+642
1092
$782K ﹤0.01%
23,629
+6,033
1093
$782K ﹤0.01%
12,656
+420
1094
$779K ﹤0.01%
8,670
+1,053
1095
$777K ﹤0.01%
11,576
+1,884
1096
$777K ﹤0.01%
13,332
-606
1097
$777K ﹤0.01%
12,923
+3,593
1098
$775K ﹤0.01%
26,276
-170
1099
$773K ﹤0.01%
12,564
+109
1100
$772K ﹤0.01%
19,749
-209