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
501
$2.72M 0.02%
65,488
-40,312
502
$2.7M 0.02%
40,558
-4,238
503
$2.7M 0.02%
+73,839
504
$2.69M 0.02%
80,709
-40,761
505
$2.69M 0.02%
77,937
+46,445
506
$2.69M 0.02%
+51,324
507
$2.68M 0.02%
227,464
-16,976
508
$2.66M 0.02%
+33,522
509
$2.65M 0.02%
63,548
-36,437
510
$2.63M 0.02%
+128,785
511
$2.62M 0.02%
60,339
+7,857
512
$2.61M 0.02%
+107,749
513
$2.6M 0.02%
23,822
+1,511
514
$2.6M 0.02%
29,694
+7,799
515
$2.6M 0.02%
64,884
-10,970
516
$2.59M 0.02%
171,292
+55,846
517
$2.58M 0.02%
231,485
+3,170
518
$2.58M 0.02%
22,780
-8,643
519
$2.58M 0.02%
47,366
+13,791
520
$2.55M 0.02%
33,129
-68,442
521
$2.55M 0.02%
25,231
+16,616
522
$2.54M 0.02%
25,403
-17,042
523
$2.54M 0.02%
19,118
-660
524
$2.54M 0.02%
128,994
+10,997
525
$2.51M 0.02%
79,309
+16,757
19 20
21
22 23