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
1226
$782K ﹤0.01%
3,411
+2,676
1227
$780K ﹤0.01%
18,861
+3,269
1228
$777K ﹤0.01%
5,496
-3,150
1229
$775K ﹤0.01%
59,710
-43,360
1230
$775K ﹤0.01%
29,531
+19,265
1231
$775K ﹤0.01%
5,670
1232
$774K ﹤0.01%
25,251
+7,867
1233
$765K ﹤0.01%
33,865
+4,521
1234
$763K ﹤0.01%
7,715
-755
1235
$762K ﹤0.01%
+27,267
1236
$762K ﹤0.01%
6,361
-292
1237
$740K ﹤0.01%
14,663
-2,265
1238
$736K ﹤0.01%
13,675
-619
1239
$734K ﹤0.01%
15,264
-4
1240
$731K ﹤0.01%
27,525
+1,372
1241
$730K ﹤0.01%
15,300
-1,141
1242
$729K ﹤0.01%
2,213
+285
1243
$727K ﹤0.01%
5,783
+139
1244
$726K ﹤0.01%
7,991
-441
1245
$724K ﹤0.01%
11,678
-543
1246
$724K ﹤0.01%
7,414
-176
1247
$724K ﹤0.01%
12,026
-150
1248
$724K ﹤0.01%
33,270
+13,149
1249
$722K ﹤0.01%
+17,941
1250
$721K ﹤0.01%
16,696
-140
48 49
50
51 52