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
426
$3.9M 0.03%
98,585
+81
427
$3.86M 0.03%
96,437
-394,841
428
$3.86M 0.03%
26,889
+3,981
429
$3.85M 0.03%
26,569
-12,009
430
$3.83M 0.03%
62,478
+248
431
$3.81M 0.03%
202,510
-70,404
432
$3.81M 0.03%
89,773
+30,382
433
$3.79M 0.03%
+72,015
434
$3.78M 0.03%
111,503
-140
435
$3.77M 0.03%
58,084
-2,180
436
$3.75M 0.03%
94,937
+3,650
437
$3.72M 0.03%
39,221
-4,872
438
$3.69M 0.03%
75,756
+16,500
439
$3.68M 0.03%
193,674
+57,588
440
$3.67M 0.03%
34,694
+1,063
441
$3.64M 0.03%
137,296
-4,716
442
$3.64M 0.03%
53,286
-7,083
443
$3.62M 0.03%
52,285
-150
444
$3.62M 0.03%
40,350
-48
445
$3.59M 0.03%
47,146
-4,491
446
$3.58M 0.03%
50,173
-6,308
447
$3.52M 0.03%
62,816
+3,958
448
$3.46M 0.03%
32,151
+740
449
$3.45M 0.03%
118,837
-328
450
$3.44M 0.03%
121,634
+66,261
16 17
18
19 20