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
1201
$559K ﹤0.01%
1,475
-198
1202
$558K ﹤0.01%
7,555
+3,561
1203
$558K ﹤0.01%
4,577
+50
1204
$556K ﹤0.01%
70,213
+35,648
1205
$555K ﹤0.01%
2,420
+363
1206
$555K ﹤0.01%
53,506
+2,868
1207
$551K ﹤0.01%
+27,932
1208
$546K ﹤0.01%
60,407
+429
1209
$546K ﹤0.01%
29,874
+7,408
1210
$539K ﹤0.01%
+6,269
1211
$539K ﹤0.01%
10,413
1212
$534K ﹤0.01%
8,918
+356
1213
$534K ﹤0.01%
+1,952
1214
$532K ﹤0.01%
17,384
-294
1215
$532K ﹤0.01%
7,307
-523
1216
$531K ﹤0.01%
11,987
-2,347
1217
$531K ﹤0.01%
3,399
-62
1218
$525K ﹤0.01%
5,078
-100
1219
$518K ﹤0.01%
11,002
1220
$518K ﹤0.01%
66,606
+591
1221
$514K ﹤0.01%
34,820
+286
1222
$510K ﹤0.01%
11,721
-504
1223
$507K ﹤0.01%
11,763
+426
1224
$506K ﹤0.01%
18,222
-6,546
1225
$500K ﹤0.01%
18,025
+296