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
1676
$52K ﹤0.01%
15,000
1677
$48K ﹤0.01%
+2,213
1678
$25K ﹤0.01%
+10,040
1679
$19K ﹤0.01%
30,600
-2,500
1680
$17K ﹤0.01%
10,000
1681
– –
-10,408
1682
– –
-20,959
1683
– –
-12,380
1684
– –
-5,076
1685
– –
-3,570
1686
– –
-28,375
1687
– –
-18,943
1688
– –
-2,153
1689
– –
-9,252
1690
– –
-3,581
1691
– –
-2,800
1692
– –
-6,137
1693
– –
-4,559
1694
– –
-11,528
1695
– –
-5,330
1696
– –
-5,800
1697
– –
-2,745
1698
– –
-14,670
1699
– –
-10,391
1700
– –
-3,262
66 67
68
69 70