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
351
$5.6M 0.05%
39,849
+8,886
352
$5.59M 0.05%
74,196
+2,751
353
$5.58M 0.05%
269,428
+136,486
354
$5.52M 0.05%
246,492
-85,088
355
$5.51M 0.05%
73,804
-1,638
356
$5.46M 0.05%
91,785
+2,838
357
$5.4M 0.05%
71,281
-1,607
358
$5.39M 0.05%
143,486
+636
359
$5.37M 0.05%
193,404
+51,834
360
$5.36M 0.05%
85,680
+20,978
361
$5.35M 0.05%
+25,414
362
$5.31M 0.05%
146,554
+28,373
363
$5.27M 0.05%
+460,837
364
$5.2M 0.05%
185,448
+30,240
365
$5.19M 0.05%
85,878
+24,656
366
$5.13M 0.04%
+321,220
367
$5.07M 0.04%
261,761
+5,989
368
$5.07M 0.04%
112,059
-15,693
369
$4.99M 0.04%
112,604
+1,592
370
$4.99M 0.04%
105,650
+3,956
371
$4.98M 0.04%
238,224
-56,406
372
$4.96M 0.04%
83,495
-2,896
373
$4.92M 0.04%
87,260
+6,175
374
$4.91M 0.04%
367,596
-973
375
$4.87M 0.04%
77,310
+3,246
13 14
15
16 17