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
326
$7.55M 0.06%
233,468
-10,094
327
$7.55M 0.06%
147,098
-862,998
328
$7.54M 0.06%
181,320
-5,877
329
$7.48M 0.06%
108,863
-9,732
330
$7.45M 0.06%
53,309
-600
331
$7.42M 0.06%
126,337
-758
332
$7.39M 0.06%
303,700
-13,192
333
$7.37M 0.06%
328,975
-715
334
$7.37M 0.06%
68,253
+4,037
335
$7.36M 0.06%
161,254
+96,318
336
$7.23M 0.05%
115,610
-11,016
337
$7.22M 0.05%
56,467
+8,932
338
$7.07M 0.05%
112,729
+524
339
$7.07M 0.05%
87,346
+4,107
340
$7.06M 0.05%
150,271
-6,023
341
$7.03M 0.05%
121,361
+2,372
342
$7.03M 0.05%
149,685
+1,950
343
$6.99M 0.05%
90,850
+29,780
344
$6.99M 0.05%
103,630
+1,406
345
$6.99M 0.05%
11,739
-15,018
346
$6.97M 0.05%
393,232
+22,199
347
$6.97M 0.05%
124,312
-15,788
348
$6.96M 0.05%
24,182
+1,507
349
$6.93M 0.05%
107,357
-313
350
$6.92M 0.05%
187,620
+31,612
12 13
14
15 16