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
201
$40.8M 0.11%
559,226
-7,455
202
$40.6M 0.11%
622,795
+20,840
203
$40.4M 0.11%
423,132
-26,514
204
$40M 0.11%
282,481
+95,619
205
$39.6M 0.11%
354,470
+13,256
206
$39.3M 0.11%
104,941
+39,264
207
$38.2M 0.11%
232,622
-15,405
208
$37.2M 0.1%
728,239
+94,401
209
$36M 0.1%
733,320
+263,935
210
$35.3M 0.1%
335,944
-1,922
211
$34.8M 0.1%
236,284
+10,674
212
$34.2M 0.1%
275,747
-3,660
213
$34.1M 0.1%
245,467
-81,856
214
$34M 0.1%
874,772
-65,824
215
$34M 0.1%
3,047,926
+546,563
216
$33.8M 0.09%
634,951
+12,421
217
$33.3M 0.09%
123,896
+4,814
218
$33.3M 0.09%
317,424
-19,009
219
$32.8M 0.09%
544,668
-38,930
220
$32.8M 0.09%
116,967
+21,306
221
$32.6M 0.09%
136,223
-100,360
222
$31.3M 0.09%
352,699
-12,436
223
$31M 0.09%
306,213
+5,645
224
$30.9M 0.09%
108,651
+9,406
225
$30.8M 0.09%
16,868
-18,753
7 8
9
10 11