Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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 +$42.1M
2 +$38.2M
3 +$30.6M
4
CSGP icon
CoStar Group
CSGP
+$28.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$24.8M

Top Sells

1 +$69.9M
2 +$50.8M
3 +$28.7M
4
CSCO icon
Cisco
CSCO
+$26.2M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$24.9M

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
1351
$326K ﹤0.01%
51,976
+4,750
1352
$326K ﹤0.01%
2,950
-1,566
1353
$325K ﹤0.01%
5,911
-119
1354
$325K ﹤0.01%
51,905
-1,900
1355
$323K ﹤0.01%
10,560
+532
1356
$322K ﹤0.01%
21,885
+800
1357
$321K ﹤0.01%
4,396
+774
1358
$321K ﹤0.01%
7,495
+88
1359
$319K ﹤0.01%
3,565
+4
1360
$318K ﹤0.01%
4,586
-471
1361
$317K ﹤0.01%
307
+15
1362
$316K ﹤0.01%
2,238
-93
1363
$316K ﹤0.01%
6,071
1364
$316K ﹤0.01%
5,839
-1,556
1365
$316K ﹤0.01%
+19,656
1366
$315K ﹤0.01%
19,002
-45,753
1367
$315K ﹤0.01%
19,538
+1,064
1368
$313K ﹤0.01%
5,553
+519
1369
$312K ﹤0.01%
4,418
-293
1370
$310K ﹤0.01%
5,462
+85
1371
$309K ﹤0.01%
5,979
-804
1372
$308K ﹤0.01%
+8,176
1373
$307K ﹤0.01%
+12,926
1374
$307K ﹤0.01%
17,072
-5,028
1375
$307K ﹤0.01%
6,251