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
201
$39.9M 0.12%
616,830
-78,001
202
$39.6M 0.12%
279,407
-7,845
203
$39.3M 0.12%
341,214
+10,552
204
$39.2M 0.12%
183,000
+6,256
205
$39M 0.12%
485,002
-12,986
206
$38.8M 0.12%
241,801
+12,553
207
$38.4M 0.11%
601,955
+19,163
208
$38.3M 0.11%
698,801
-19,532
209
$38M 0.11%
117,172
+4,210
210
$37.7M 0.11%
207,339
+15,830
211
$37.4M 0.11%
213,802
+85,703
212
$36.8M 0.11%
533,814
+3,304
213
$36.5M 0.11%
225,031
+7,440
214
$35M 0.1%
583,598
+8,376
215
$34.6M 0.1%
593,087
-33,943
216
$34.4M 0.1%
337,866
-3,893
217
$34M 0.1%
940,596
-13,034
218
$33.9M 0.1%
581,825
+1,965
219
$33.4M 0.1%
467,340
+17,891
220
$33.2M 0.1%
622,530
+191,563
221
$32.8M 0.1%
269,076
-155,212
222
$32.6M 0.1%
633,838
+47,612
223
$31.8M 0.1%
225,610
+4,985
224
$31.3M 0.09%
304,618
-9,472
225
$31.2M 0.09%
177,957
-16,576