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
401
$4.28M 0.04%
329,421
+43,511
402
$4.25M 0.04%
143,054
-109,705
403
$4.22M 0.04%
87,233
+11,256
404
$4.21M 0.04%
107,705
+4,057
405
$4.18M 0.04%
69,633
+6,520
406
$4.15M 0.04%
47,105
-4,552
407
$4.14M 0.04%
84,829
-18,518
408
$4.14M 0.04%
42,571
+4,684
409
$4.13M 0.04%
52,924
-4,739
410
$4.12M 0.04%
206,985
+24,840
411
$4.08M 0.04%
75,704
-4,162
412
$4.07M 0.04%
322,428
+18,173
413
$4.03M 0.04%
134,185
+5,728
414
$4.02M 0.03%
+98,438
415
$4.02M 0.03%
394,091
-231
416
$4M 0.03%
49,764
+10,566
417
$3.99M 0.03%
25,914
-2,733
418
$3.98M 0.03%
36,841
-5,822
419
$3.98M 0.03%
297,323
-76,729
420
$3.96M 0.03%
156,450
-7,986
421
$3.94M 0.03%
59,995
+20,407
422
$3.93M 0.03%
21,834
+11,252
423
$3.92M 0.03%
51,717
+25,632
424
$3.92M 0.03%
+66,824
425
$3.91M 0.03%
50,734
+12,094
15 16
17
18 19