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
$33.5B
AUM Growth
+$4.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,632
New
Increased
Reduced
Closed

Top Buys

1 +$47.9M
2 +$42.9M
3 +$42.5M
4
CSGP icon
CoStar Group
CSGP
+$29.9M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$24.7M

Top Sells

1 +$69.9M
2 +$67.8M
3 +$28.7M
4
CSCO icon
Cisco
CSCO
+$28.6M
5
TRU icon
TransUnion
TRU
+$26.1M

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
1526
$167K ﹤0.01%
36,118
-918
1527
$162K ﹤0.01%
26,200
-5,000
1528
$160K ﹤0.01%
13,489
-8,107
1529
$158K ﹤0.01%
13,901
+1
1530
$154K ﹤0.01%
10,655
-10,960
1531
$149K ﹤0.01%
35,000
1532
$149K ﹤0.01%
10,652
1533
$147K ﹤0.01%
25,482
+1,680
1534
$146K ﹤0.01%
12,750
1535
$145K ﹤0.01%
10,000
1536
$144K ﹤0.01%
+20,000
1537
$137K ﹤0.01%
17,027
-416
1538
$136K ﹤0.01%
23,477
+4,664
1539
$133K ﹤0.01%
+10,350
1540
$130K ﹤0.01%
16,618
+100
1541
$124K ﹤0.01%
10,590
-2,295
1542
$124K ﹤0.01%
12,606
+356
1543
$109K ﹤0.01%
10,000
1544
$109K ﹤0.01%
12,050
1545
$99K ﹤0.01%
11,767
+573
1546
$98K ﹤0.01%
12,500
1547
$97K ﹤0.01%
14,832
-3,067
1548
$87K ﹤0.01%
10,000
-61,440
1549
$86K ﹤0.01%
+3,356
1550
$85K ﹤0.01%
29,000