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
26
$77.8M 0.59%
1,499,951
-57,146
27
$75.6M 0.57%
1,172,234
-21,166
28
$75.3M 0.57%
1,267,611
-88,857
29
$73.9M 0.56%
1,209,406
-17,196
30
$72.3M 0.55%
1,507,220
+33,080
31
$71.6M 0.54%
1,643,927
+168,223
32
$70.7M 0.53%
1,320,070
+585
33
$70.4M 0.53%
1,698,173
+30,143
34
$68.4M 0.52%
1,796,905
+97,737
35
$66.8M 0.5%
296,094
+3,962
36
$64.5M 0.49%
556,275
+4,913
37
$64M 0.48%
791,616
-22,910
38
$63.6M 0.48%
793,873
+114,188
39
$63.6M 0.48%
1,183,895
+52,437
40
$63.1M 0.48%
1,404,982
+52,482
41
$62M 0.47%
1,161,562
+23,414
42
$61.6M 0.46%
330,567
-8,970
43
$61.4M 0.46%
421,184
+5,503
44
$60.6M 0.46%
238,569
+400
45
$58.7M 0.44%
1,734,435
-37,002
46
$58M 0.44%
330,500
-1,505
47
$57M 0.43%
817,079
+69,022
48
$56.5M 0.43%
1,549,554
+106,221
49
$56.3M 0.43%
399,018
-10,163
50
$54.4M 0.41%
555,139
+169,781
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