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
1701
– –
-62,008
1702
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-95,539
1703
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-3,898
1704
– –
-63,054
1705
– –
-10,000
1706
– –
-8,310
1707
– –
-4,350
1708
– –
-5,839
1709
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-16,154
1710
– –
-7,648
1711
– –
-9,900
1712
– –
-57,104
1713
– –
-10,000
1714
– –
-5,319
1715
– –
-233,950
1716
– –
-32,480
1717
– –
-15,288
1718
– –
-2,275
1719
– –
-44,489
1720
– –
-71,867
1721
– –
-5,700
1722
– –
-11,767
1723
– –
-91,995
1724
– –
-6,954
1725
– –
-9,033
67 68
69
70 71