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
451
$3.44M 0.03%
30,375
+13,724
452
$3.42M 0.03%
179,021
-15,217
453
$3.42M 0.03%
63,178
+4,202
454
$3.42M 0.03%
71,660
+704
455
$3.39M 0.03%
239,489
-39,314
456
$3.35M 0.03%
109,003
+218
457
$3.34M 0.03%
260,610
-151,386
458
$3.27M 0.03%
290,032
-36,044
459
$3.27M 0.03%
85,575
-292
460
$3.24M 0.03%
116,340
-10,940
461
$3.22M 0.03%
63,227
-65,511
462
$3.22M 0.03%
76,681
-7,572
463
$3.21M 0.03%
84,840
-78,891
464
$3.17M 0.03%
63,180
+23,816
465
$3.14M 0.03%
76,942
+12,470
466
$3.12M 0.03%
42,612
-15,866
467
$3.12M 0.03%
84,831
-16,415
468
$3.09M 0.03%
55,329
-10
469
$3.08M 0.03%
41,275
+1,170
470
$3.06M 0.03%
143,000
-15,000
471
$3.06M 0.03%
29,689
+9,531
472
$3.03M 0.03%
47,892
-20,318
473
$3.03M 0.03%
104,249
+5,461
474
$3.01M 0.03%
158,731
+5,760
475
$3M 0.03%
123,504
-37,527
17 18
19
20 21