Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $57B
1-Year Est. Return 20.87%
This Quarter Est. Return
1 Year Est. Return
+20.87%
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
1
$1.47B 4.4%
11,092,980
-1,157
2
$1.22B 3.65%
5,492,820
+84,464
3
$662M 1.98%
5,212,751
+126,471
4
$646M 1.93%
3,565,798
-43,817
5
$561M 1.68%
11,893,145
+282,100
6
$534M 1.6%
2,009,132
+15,703
7
$515M 1.54%
3,269,390
+80,597
8
$512M 1.53%
2,206,096
-38,183
9
$482M 1.44%
1,999,002
-1,787
10
$474M 1.42%
3,463,858
+126,971
11
$450M 1.35%
5,142,080
+21,440
12
$447M 1.34%
6,519,567
+220,114
13
$382M 1.14%
2,348,360
+84,740
14
$335M 1%
3,123,789
+81,305
15
$313M 0.94%
3,170,430
+21,674
16
$307M 0.92%
1,123,212
+42,755
17
$304M 0.91%
1,461,533
+82,857
18
$298M 0.89%
866,762
+3,738
19
$286M 0.85%
11,694,586
+59,980
20
$251M 0.75%
5,618,000
-638,642
21
$244M 0.73%
6,627,737
-65,785
22
$243M 0.73%
1,109,916
+16,259
23
$237M 0.71%
2,575,464
+140,028
24
$223M 0.67%
1,845,272
+12,091
25
$218M 0.65%
1,563,387
+17,163
1
2 3 4 5