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
1226
$499K ﹤0.01%
15,268
-940
1227
$496K ﹤0.01%
13,083
+1,454
1228
$494K ﹤0.01%
+15,592
1229
$494K ﹤0.01%
13,168
-6,253
1230
$492K ﹤0.01%
10,056
+155
1231
$491K ﹤0.01%
9,080
-3,188
1232
$488K ﹤0.01%
12,652
1233
$486K ﹤0.01%
6,139
1234
$481K ﹤0.01%
17,715
1235
$480K ﹤0.01%
3,075
+1,268
1236
$479K ﹤0.01%
8,571
-200
1237
$479K ﹤0.01%
9,745
+270
1238
$478K ﹤0.01%
7,701
-200
1239
$475K ﹤0.01%
+6,320
1240
$475K ﹤0.01%
3,491
1241
$473K ﹤0.01%
3,905
1242
$473K ﹤0.01%
+28,044
1243
$471K ﹤0.01%
30,000
1244
$470K ﹤0.01%
5,855
+673
1245
$469K ﹤0.01%
12,649
-568
1246
$468K ﹤0.01%
30,006
+3,724
1247
$466K ﹤0.01%
57,104
+2,112
1248
$466K ﹤0.01%
5,700
+800
1249
$466K ﹤0.01%
3,898
+1,510
1250
$463K ﹤0.01%
8,192
-700