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
251
$8.76M 0.08%
186,533
-10,057
252
$8.75M 0.08%
120,551
+4,791
253
$8.73M 0.08%
122,808
-5,977
254
$8.73M 0.08%
528,795
+25,637
255
$8.72M 0.08%
59,184
-2,417
256
$8.72M 0.08%
113,863
+5,403
257
$8.6M 0.07%
53,225
-10,385
258
$8.56M 0.07%
14,082
+48
259
$8.53M 0.07%
34,134
+16,515
260
$8.46M 0.07%
86,286
+10,642
261
$8.42M 0.07%
149,342
-21,941
262
$8.37M 0.07%
156,379
+65,605
263
$8.37M 0.07%
117,675
-5,424
264
$8.35M 0.07%
98,000
+2,398
265
$8.34M 0.07%
48,315
+7,274
266
$8.31M 0.07%
394,328
-5,958
267
$8.31M 0.07%
180,391
-7,398
268
$8.29M 0.07%
164,596
+3,091
269
$8.23M 0.07%
236,416
-2,562
270
$8.2M 0.07%
174,440
-22,639
271
$8.14M 0.07%
162,410
+129
272
$8.11M 0.07%
110,533
+1,668
273
$8.07M 0.07%
106,701
-383
274
$8.06M 0.07%
455,710
+56,450
275
$7.98M 0.07%
+229,093
9 10
11
12 13