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
351
$6.9M 0.05%
65,769
+1,268
352
$6.89M 0.05%
122,848
+6,706
353
$6.87M 0.05%
157,068
+5,640
354
$6.84M 0.05%
244,191
+16,023
355
$6.73M 0.05%
35,204
-1,178
356
$6.72M 0.05%
355,475
-13,336
357
$6.7M 0.05%
242,400
-11,002
358
$6.68M 0.05%
113,005
+3,304
359
$6.64M 0.05%
50,314
-333
360
$6.6M 0.05%
102,777
-5,244
361
$6.52M 0.05%
135,209
+10,859
362
$6.44M 0.05%
508,291
+161,298
363
$6.44M 0.05%
113,788
+3,718
364
$6.43M 0.05%
270,263
+68,623
365
$6.43M 0.05%
82,863
+2,706
366
$6.42M 0.05%
31,323
+3,045
367
$6.4M 0.05%
142,003
-1,068
368
$6.4M 0.05%
60,598
+12,573
369
$6.39M 0.05%
149,688
+134,235
370
$6.38M 0.05%
108,235
+2,394
371
$6.35M 0.05%
215,432
-8,466
372
$6.32M 0.05%
168,421
-11,836
373
$6.29M 0.05%
595,348
+262,842
374
$6.29M 0.05%
105,756
-280
375
$6.28M 0.05%
73,951
+1,316