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
$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
FI icon
Fiserv
FI
+$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
1
$1.31B 3.68%
10,748,173
-344,807
2
$1.29B 3.61%
5,459,990
-32,830
3
$812M 2.28%
5,332,917
+120,166
4
$671M 1.88%
3,634,039
+68,241
5
$630M 1.77%
2,062,660
+53,528
6
$601M 1.69%
12,244,321
+351,176
7
$569M 1.6%
2,226,392
+20,296
8
$553M 1.55%
3,362,948
+93,558
9
$533M 1.49%
3,514,231
+50,373
10
$524M 1.47%
5,070,720
-71,360
11
$489M 1.37%
2,011,511
+12,509
12
$489M 1.37%
6,610,847
+91,280
13
$370M 1.04%
2,392,480
+44,120
14
$342M 0.96%
3,157,065
+33,276
15
$340M 0.95%
1,152,717
+29,505
16
$330M 0.92%
1,495,425
+33,892
17
$318M 0.89%
873,212
+6,450
18
$310M 0.87%
3,247,189
+76,759
19
$291M 0.82%
11,580,758
-113,828
20
$268M 0.75%
4,836,823
+178,429
21
$267M 0.75%
2,456,078
-119,386
22
$262M 0.74%
1,239,520
+129,604
23
$255M 0.72%
4,938,702
-679,298
24
$247M 0.69%
6,804,487
+176,750
25
$246M 0.69%
2,054,358
+74,278
1
2 3 4 5