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
1401
$423K ﹤0.01%
+27,773
1402
$422K ﹤0.01%
31,503
-29,655
1403
$422K ﹤0.01%
+8,569
1404
$421K ﹤0.01%
4,726
1405
$420K ﹤0.01%
9,997
-1,745
1406
$420K ﹤0.01%
40,900
+6,450
1407
$420K ﹤0.01%
20,352
+814
1408
$418K ﹤0.01%
8,338
+1,827
1409
$417K ﹤0.01%
4,655
-150
1410
$417K ﹤0.01%
+47,468
1411
$416K ﹤0.01%
30,060
+1,126
1412
$416K ﹤0.01%
+20,270
1413
$410K ﹤0.01%
+4,165
1414
$410K ﹤0.01%
13,761
+145
1415
$407K ﹤0.01%
174,100
+161,000
1416
$406K ﹤0.01%
8,710
+37
1417
$406K ﹤0.01%
+7,269
1418
$404K ﹤0.01%
12,268
1419
$404K ﹤0.01%
8,421
+152
1420
$402K ﹤0.01%
+3,345
1421
$401K ﹤0.01%
11,963
-1,902
1422
$401K ﹤0.01%
+37,000
1423
$399K ﹤0.01%
6,981
+6
1424
$398K ﹤0.01%
28,860
-1,773
1425
$395K ﹤0.01%
+14,520
55 56
57
58 59