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
151
$61.6M 0.17%
99,705
+5,917
152
$61.5M 0.17%
325,422
+75,888
153
$61.2M 0.17%
668,535
-214,176
154
$60.8M 0.17%
249,539
-3,219
155
$60.7M 0.17%
1,537,796
+16,197
156
$60.6M 0.17%
1,084,610
+87,888
157
$60.4M 0.17%
218,512
-40,643
158
$60M 0.17%
200,730
-140,401
159
$59.6M 0.17%
832,838
-62,821
160
$59M 0.17%
696,275
+85,576
161
$59M 0.17%
854,522
-51,100
162
$57.5M 0.16%
730,172
+7,508
163
$57.2M 0.16%
273,213
-8,947
164
$56.8M 0.16%
321,575
-33,637
165
$54.9M 0.15%
278,759
+168,637
166
$54.2M 0.15%
589,688
+308,899
167
$53.6M 0.15%
319,127
-8,890
168
$53.2M 0.15%
599,820
-157,310
169
$52.8M 0.15%
106,057
-6,077
170
$52.7M 0.15%
2,263,708
+418,496
171
$52.5M 0.15%
213,339
-14,619
172
$52.1M 0.15%
580,224
-37,784
173
$52M 0.15%
2,348,670
-150,042
174
$51.4M 0.14%
253,761
-23,601
175
$51M 0.14%
528,680
+25,078
5 6
7
8 9