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
1101
$1.08M ﹤0.01%
11,794
+3,257
1102
$1.07M ﹤0.01%
+42,826
1103
$1.07M ﹤0.01%
79,328
+3,347
1104
$1.07M ﹤0.01%
29,697
-445
1105
$1.07M ﹤0.01%
7,520
-117
1106
$1.06M ﹤0.01%
15,914
-7,042
1107
$1.06M ﹤0.01%
70,786
+975
1108
$1.05M ﹤0.01%
39,994
+9,402
1109
$1.05M ﹤0.01%
12,655
+1,182
1110
$1.05M ﹤0.01%
22,673
-956
1111
$1.05M ﹤0.01%
24,444
-15,715
1112
$1.05M ﹤0.01%
+5,818
1113
$1.04M ﹤0.01%
22,144
+5,525
1114
$1.04M ﹤0.01%
12,316
+4,871
1115
$1.04M ﹤0.01%
48,719
-421
1116
$1.04M ﹤0.01%
15,125
-1,125
1117
$1.04M ﹤0.01%
8,640
-92
1118
$1.03M ﹤0.01%
17,208
+3,876
1119
$1.03M ﹤0.01%
+15,963
1120
$1.03M ﹤0.01%
26,742
+98
1121
$1.03M ﹤0.01%
10,797
-1,412
1122
$1.03M ﹤0.01%
87,828
+34,322
1123
$1.02M ﹤0.01%
8,409
+6,440
1124
$1.02M ﹤0.01%
19,111
+6,945
1125
$1.01M ﹤0.01%
75,750
+852