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
1726
-921,627
1727
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1728
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1729
-25,720
1730
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1731
-12,156
1732
-101,100
1733
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1734
-195,565
1735
-20,701
1736
-80,000
1737
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1738
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1739
-4,300
1740
-27,932
1741
-28,000
1742
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1743
-516
1744
-166,294
1745
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1746
-6,712
1747
-21,000
1748
-9,100
1749
-20,000
1750
-7,336