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
$13.3B
AUM Growth
+$494M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,298
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$24.1M
3
+$22.3M
4
CRIS icon
Curis
CRIS
+$20.6M
5
VZ icon
Verizon
VZ
+$20.4M

Top Sells

1
+$45.7M
2
+$44.3M
3
+$36.3M
4
EFX icon
Equifax
EFX
+$31.6M
5
GE icon
GE Aerospace
GE
+$26.1M

Sector Composition

1 Technology 15.5%
2 Healthcare 11.61%
3 Industrials 11%
4 Financials 9.43%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13.2M 0.1%
239,412
-103,756
227
$13.1M 0.1%
185,244
-1,802
228
$13M 0.1%
241,064
-19,356
229
$12.8M 0.1%
412,742
-15,648
230
$12.7M 0.1%
73,781
-67,755
231
$12.7M 0.1%
380,493
+10,980
232
$12.6M 0.1%
521,160
+110,790
233
$12.6M 0.09%
798,404
-29,188
234
$12.6M 0.09%
586,974
+26,642
235
$12.5M 0.09%
195,104
+106,556
236
$12.4M 0.09%
93,580
-1,001
237
$12.1M 0.09%
337,112
-800
238
$12M 0.09%
150,260
+14,466
239
$11.8M 0.09%
62,456
-2,910
240
$11.7M 0.09%
441,839
+423,951
241
$11.6M 0.09%
120,380
+4,824
242
$11.6M 0.09%
181,764
+21,505
243
$11.6M 0.09%
81,417
+1,077
244
$11.5M 0.09%
332,428
-11,037
245
$11.5M 0.09%
61,681
+2,176
246
$11.5M 0.09%
121,164
+14,216
247
$11.5M 0.09%
76,785
-28,455
248
$11.3M 0.09%
92,146
-632
249
$11.3M 0.09%
244,897
-21,978
250
$11.3M 0.09%
815,840
-40,497
8 9
10
11 12