Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$42.1M
2
+$38.2M
3
+$30.6M
4
CSGP icon
CoStar Group
CSGP
+$28.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$24.8M

Top Sells

1
+$69.9M
2
+$50.8M
3
+$28.7M
4
CSCO icon
Cisco
CSCO
+$26.2M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$24.9M

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
1601
– –
-5,621
1602
– –
-10,849
1603
– –
-12,108
1604
– –
-41,520
1605
– –
-11,500
1606
– –
-19,244
1607
– –
-6,203
1608
– –
-353
1609
– –
-37,503
1610
– –
-57,285
1611
– –
-11,148
1612
– –
-39,291
1613
– –
-52,366
1614
– –
-15,633
1615
– –
-122,985
1616
– –
-268,326
1617
– –
-11,026
1618
– –
-12,394
1619
– –
-10,902
1620
– –
-10,863
1621
– –
-13,565
1622
– –
-19,150
1623
– –
-26,517
1624
– –
-185,791
1625
– –
-3,240
62 63 64
65
66