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
1201
$825K ﹤0.01%
42,639
+6,577
1202
$824K ﹤0.01%
30,199
+18,264
1203
$817K ﹤0.01%
9,784
+58
1204
$817K ﹤0.01%
+46,204
1205
$812K ﹤0.01%
10,644
-23
1206
$812K ﹤0.01%
7,464
-1,148
1207
$809K ﹤0.01%
7,324
+4,374
1208
$805K ﹤0.01%
13,510
-1,216
1209
$804K ﹤0.01%
20,039
-4
1210
$804K ﹤0.01%
15,906
-2,233
1211
$803K ﹤0.01%
33,973
-3,168
1212
$796K ﹤0.01%
120,051
+2,230
1213
$795K ﹤0.01%
12,785
+221
1214
$795K ﹤0.01%
2,550
+598
1215
$794K ﹤0.01%
17,243
-3,992
1216
$794K ﹤0.01%
+8,279
1217
$793K ﹤0.01%
6,325
+2,752
1218
$790K ﹤0.01%
11,848
-618
1219
$789K ﹤0.01%
9,482
1220
$786K ﹤0.01%
25,206
+12,280
1221
$786K ﹤0.01%
7,453
-1,426
1222
$785K ﹤0.01%
8,013
+458
1223
$785K ﹤0.01%
+10,837
1224
$783K ﹤0.01%
25,664
-3,687
1225
$783K ﹤0.01%
13,270
+405
47 48
49
50 51