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
401
$5.45M 0.04%
43,716
+8,894
402
$5.34M 0.04%
269,846
+8,385
403
$5.32M 0.04%
429,029
-19,062
404
$5.31M 0.04%
79,410
+14,981
405
$5.28M 0.04%
114,163
+25,476
406
$5.25M 0.04%
273,456
-159,546
407
$5.23M 0.04%
176,106
-46,742
408
$5.22M 0.04%
64,787
-2,856
409
$5.21M 0.04%
+79,162
410
$5.2M 0.04%
103,325
+5,125
411
$5.2M 0.04%
387,973
+21,762
412
$5.13M 0.04%
81,734
+1,815
413
$5.12M 0.04%
356,682
+10,454
414
$5.09M 0.04%
78,852
+19,602
415
$5.08M 0.04%
29,627
-257
416
$5.07M 0.04%
28,334
-98,484
417
$5.03M 0.04%
71,658
-135
418
$4.97M 0.04%
44,811
+648
419
$4.97M 0.04%
+186,898
420
$4.95M 0.04%
63,828
+14,978
421
$4.9M 0.04%
58,288
-1,516
422
$4.87M 0.04%
227,210
+47,080
423
$4.85M 0.04%
60,736
-2,356
424
$4.85M 0.04%
57,267
-7,192
425
$4.85M 0.04%
115,102
+104,200
15 16
17
18 19