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
276
$7.97M 0.07%
188,886
-23,161
277
$7.96M 0.07%
146,602
+119,523
278
$7.88M 0.07%
55,490
+156
279
$7.84M 0.07%
576,856
-55,796
280
$7.78M 0.07%
205,254
-45,864
281
$7.74M 0.07%
58,549
+876
282
$7.72M 0.07%
258,580
-139,916
283
$7.7M 0.07%
145,403
+2,040
284
$7.69M 0.07%
156,335
-22,298
285
$7.65M 0.07%
180,013
-8,633
286
$7.62M 0.07%
70,889
-5,272
287
$7.6M 0.07%
400,885
-23,867
288
$7.6M 0.07%
264,776
-12,782
289
$7.58M 0.07%
53,714
-5,905
290
$7.5M 0.07%
93,921
+762
291
$7.46M 0.06%
58,257
+1,065
292
$7.45M 0.06%
149,407
+8,378
293
$7.44M 0.06%
231,896
-29,158
294
$7.38M 0.06%
75,124
-15,101
295
$7.37M 0.06%
83,953
+65,054
296
$7.33M 0.06%
196,403
+168,157
297
$7.3M 0.06%
130,220
-7,402
298
$7.24M 0.06%
71,397
+18,869
299
$7.23M 0.06%
110,798
+10,089
300
$7.23M 0.06%
+191,055
10 11
12
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