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
$11.5B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,301
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$31.9M
3
+$31.5M
4
VRSK icon
Verisk Analytics
VRSK
+$31.4M
5
OSK icon
Oshkosh
OSK
+$29.4M

Top Sells

1
+$48.5M
2
+$25.7M
3
+$25M
4
FISV
Fiserv Inc
FISV
+$24.8M
5
LH icon
Labcorp
LH
+$22.8M

Sector Composition

1 Technology 14.06%
2 Industrials 11.61%
3 Healthcare 11.24%
4 Financials 9.89%
5 Consumer Discretionary 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11M 0.1%
89,934
+1,748
227
$10.3M 0.09%
116,484
+22,545
228
$10.2M 0.09%
427,823
+13,955
229
$10.1M 0.09%
243,089
+6,683
230
$9.94M 0.09%
116,172
-32,688
231
$9.89M 0.09%
82,519
-1,229
232
$9.88M 0.09%
205,740
-32,013
233
$9.85M 0.09%
113,747
+85,746
234
$9.78M 0.08%
223,218
-9,770
235
$9.77M 0.08%
40
-8
236
$9.71M 0.08%
193,297
+27,352
237
$9.63M 0.08%
789,614
-36,547
238
$9.6M 0.08%
274,085
-31,772
239
$9.54M 0.08%
120,056
-14,626
240
$9.43M 0.08%
317,534
+301,047
241
$9.39M 0.08%
324,887
+67,956
242
$9.39M 0.08%
212,455
+110,526
243
$9.32M 0.08%
332,619
+20,807
244
$9.32M 0.08%
226,747
-1,974
245
$9.07M 0.08%
64,116
+1,152
246
$9.03M 0.08%
786,839
+52,968
247
$8.89M 0.08%
73,188
-19,366
248
$8.85M 0.08%
121,238
+1,222
249
$8.83M 0.08%
148,543
-6,897
250
$8.77M 0.08%
179,834
-54,772
8 9
10
11 12