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
326
$6.26M 0.05%
52,151
-11,695
327
$6.23M 0.05%
71,300
-3,788
328
$6.2M 0.05%
34,866
+3,473
329
$6.17M 0.05%
123,560
+80,964
330
$6.13M 0.05%
85,620
-3,753
331
$6.09M 0.05%
+204,413
332
$6.09M 0.05%
62,164
-4,106
333
$6.08M 0.05%
314,541
+79,859
334
$6.06M 0.05%
52,870
-2,548
335
$6.03M 0.05%
230,168
-10,045
336
$6M 0.05%
45,609
-8,208
337
$5.99M 0.05%
110,106
+11,037
338
$5.95M 0.05%
82,160
+4,167
339
$5.92M 0.05%
103,326
+187
340
$5.89M 0.05%
48,662
+1,251
341
$5.87M 0.05%
253,757
+7,788
342
$5.85M 0.05%
121,614
-40,943
343
$5.84M 0.05%
74,737
+29,623
344
$5.78M 0.05%
28,139
+1,195
345
$5.76M 0.05%
127,006
+4,474
346
$5.74M 0.05%
183,613
-95,911
347
$5.74M 0.05%
141,021
-88,916
348
$5.67M 0.05%
133,493
-6,066
349
$5.67M 0.05%
42,593
+1,234
350
$5.62M 0.05%
107,914
-31,292
12 13
14
15 16