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
1551
$269K ﹤0.01%
4,800
1552
$266K ﹤0.01%
9,630
1553
$264K ﹤0.01%
+2,839
1554
$263K ﹤0.01%
7,825
-630
1555
$262K ﹤0.01%
4,104
+282
1556
$262K ﹤0.01%
13,975
-13,790
1557
$261K ﹤0.01%
+4,978
1558
$261K ﹤0.01%
+7,150
1559
$259K ﹤0.01%
+2,395
1560
$259K ﹤0.01%
6,494
-18
1561
$259K ﹤0.01%
4,386
1562
$259K ﹤0.01%
10,317
-155
1563
$258K ﹤0.01%
11,265
1564
$258K ﹤0.01%
1,654
+22
1565
$256K ﹤0.01%
+5,300
1566
$255K ﹤0.01%
4,529
1567
$255K ﹤0.01%
7,018
-328
1568
$254K ﹤0.01%
3,646
-25
1569
$254K ﹤0.01%
4,520
1570
$254K ﹤0.01%
6,890
+727
1571
$253K ﹤0.01%
42,050
+1,750
1572
$252K ﹤0.01%
9,500
1573
$251K ﹤0.01%
+10,313
1574
$249K ﹤0.01%
1,979
+180
1575
$249K ﹤0.01%
+3,229