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
251
$11.3M 0.08%
238,902
-912
252
$11M 0.08%
80,634
-9,348
253
$10.9M 0.08%
297,588
+2,748
254
$10.9M 0.08%
201,301
-2,072
255
$10.7M 0.08%
194,412
-197
256
$10.7M 0.08%
493,882
-140,757
257
$10.6M 0.08%
225,779
+5,498
258
$10.6M 0.08%
103,567
+1,880
259
$10.6M 0.08%
117,869
+1,811
260
$10.4M 0.08%
168,435
-2,952
261
$10.4M 0.08%
135,361
-42,976
262
$10.3M 0.08%
112,841
+1,895
263
$10.2M 0.08%
115,029
-40
264
$10.2M 0.08%
169,967
-30,424
265
$10M 0.08%
161,870
+3,492
266
$9.89M 0.07%
378,564
-16,821
267
$9.89M 0.07%
284,531
+11,403
268
$9.78M 0.07%
134,829
-4,339
269
$9.74M 0.07%
212,754
-18,704
270
$9.72M 0.07%
404,652
-68,772
271
$9.7M 0.07%
52,182
-2,036
272
$9.7M 0.07%
112,515
+897
273
$9.66M 0.07%
103,442
-4,185
274
$9.59M 0.07%
41,538
+1,875
275
$9.59M 0.07%
29,905
-2,175
9 10
11
12 13