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
1551
$82K ﹤0.01%
+516
1552
$81K ﹤0.01%
17,633
+800
1553
$79K ﹤0.01%
11,885
-1,712
1554
$68K ﹤0.01%
63
+17
1555
$66K ﹤0.01%
+11,546
1556
$51K ﹤0.01%
38,707
1557
$45K ﹤0.01%
11,528
-5
1558
$43K ﹤0.01%
62,008
-24,622
1559
$38K ﹤0.01%
15,000
1560
$25K ﹤0.01%
10,000
-9,149
1561
$22K ﹤0.01%
+10,000
1562
$17K ﹤0.01%
13,100
1563
$11K ﹤0.01%
33,100
+2,500
1564
– –
-15,580
1565
– –
-2,404
1566
– –
-3,000
1567
– –
-126,178
1568
– –
-39,758
1569
– –
-85,477
1570
– –
-3,344
1571
– –
-19,256
1572
– –
-10,302
1573
– –
-10,855
1574
– –
-18,137
1575
– –
-25,539
61 62
63
64 65