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
1601
– –
-69,210
1602
– –
-72,128
1603
– –
-10,517
1604
– –
-23,694
1605
– –
-5,312
1606
– –
-18,373
1607
– –
-12,012
1608
– –
-6,294
1609
– –
-5,621
1610
– –
-10,849
1611
– –
-12,108
1612
– –
-41,520
1613
– –
-11,500
1614
– –
-19,244
1615
– –
-6,203
1616
– –
-37,503
1617
– –
-57,285
1618
– –
-11,148
1619
– –
-39,291
1620
– –
-52,366
1621
– –
-15,633
1622
– –
-122,985
1623
– –
-268,326
1624
– –
-11,026
1625
– –
-12,394
62 63 64
65
66