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
101
$83.2M 0.23%
318,338
-19,807
102
$83.1M 0.23%
1,291,486
+586,701
103
$83M 0.23%
422,641
+21,523
104
$81.8M 0.23%
691,463
-1,498
105
$81M 0.23%
528,840
-12,967
106
$80.7M 0.23%
2,124,323
-120,063
107
$80.6M 0.23%
511,646
+9,424
108
$80.4M 0.23%
176,242
+9,109
109
$79.8M 0.22%
1,219,548
+42,197
110
$79.4M 0.22%
962,693
-34,085
111
$78.6M 0.22%
444,610
-7,114
112
$78.5M 0.22%
5,880,840
+470,920
113
$78.5M 0.22%
800,363
+12,217
114
$78.4M 0.22%
305,143
-73,625
115
$78.4M 0.22%
353,953
+22,920
116
$77.8M 0.22%
183,284
+22,400
117
$77.1M 0.22%
1,513,536
+157,253
118
$77.1M 0.22%
1,702,155
-212,505
119
$76.9M 0.22%
294,685
-18,402
120
$75.1M 0.21%
544,339
+57,855
121
$74.6M 0.21%
1,415,777
+209,702
122
$73.6M 0.21%
977,881
+15,683
123
$73.2M 0.21%
762,412
-43,496
124
$73.2M 0.21%
226,133
-1,796
125
$72.8M 0.2%
214,312
+51,482
3 4
5
6 7