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
1251
$721K ﹤0.01%
23,775
+14,050
1252
$720K ﹤0.01%
11,397
-5,761
1253
$716K ﹤0.01%
31,449
-7,465
1254
$715K ﹤0.01%
62,875
+2,692
1255
$711K ﹤0.01%
11,966
-1,202
1256
$710K ﹤0.01%
7,462
-239
1257
$707K ﹤0.01%
6,159
-3,949
1258
$701K ﹤0.01%
4,995
-160
1259
$699K ﹤0.01%
1,243
-341
1260
$698K ﹤0.01%
22,816
+9,510
1261
$694K ﹤0.01%
18,036
+7,449
1262
$694K ﹤0.01%
10,099
+1,181
1263
$694K ﹤0.01%
18,270
-25,569
1264
$693K ﹤0.01%
2,548
-33
1265
$692K ﹤0.01%
14,173
+5,574
1266
$691K ﹤0.01%
7,910
-492
1267
$691K ﹤0.01%
10,878
-300
1268
$690K ﹤0.01%
4,600
1269
$686K ﹤0.01%
5,496
-531,350
1270
$686K ﹤0.01%
38,062
+15,175
1271
$684K ﹤0.01%
12,042
+7,200
1272
$674K ﹤0.01%
12,859
+1,096
1273
$672K ﹤0.01%
23,986
-5,853
1274
$670K ﹤0.01%
17,101
+679
1275
$669K ﹤0.01%
800
49 50
51
52 53