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
126
$72.7M 0.2%
527,907
+45,088
127
$71.5M 0.2%
294,521
-9,790
128
$71.4M 0.2%
223,648
-20,173
129
$71.1M 0.2%
1,147,088
+9,809
130
$70.5M 0.2%
995,658
+58,100
131
$70M 0.2%
905,959
+14,361
132
$69.6M 0.2%
2,563,520
-200,588
133
$69.5M 0.2%
314,126
+20,023
134
$69.2M 0.19%
394,660
-36,044
135
$67.5M 0.19%
1,247,049
+37,978
136
$66.9M 0.19%
336,696
-62,288
137
$66.9M 0.19%
483,456
+43,335
138
$65.3M 0.18%
1,225,049
+299,579
139
$64.8M 0.18%
788,610
-47,760
140
$64.8M 0.18%
333,917
-23,599
141
$64.6M 0.18%
403,610
-38,850
142
$64.3M 0.18%
182,107
+1,380
143
$63.7M 0.18%
821,869
-53,734
144
$63.1M 0.18%
1,772,845
-150,173
145
$63M 0.18%
281,490
-12,645
146
$62.6M 0.18%
321,863
-15,288
147
$62.5M 0.18%
131,529
+41,859
148
$62.4M 0.18%
699,968
+166,154
149
$61.7M 0.17%
427,714
-27,409
150
$61.7M 0.17%
232,393
+7,762
4 5
6
7 8