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
526
$2.5M 0.02%
107,517
-1,584
527
$2.5M 0.02%
395,932
+52,304
528
$2.5M 0.02%
24,256
+3,805
529
$2.48M 0.02%
15,391
-92
530
$2.46M 0.02%
152,465
-2,512
531
$2.46M 0.02%
32,645
+7,658
532
$2.45M 0.02%
70,120
+3,695
533
$2.45M 0.02%
34,087
-100
534
$2.45M 0.02%
19,314
+4,544
535
$2.43M 0.02%
90,914
-15,432
536
$2.42M 0.02%
27,291
-164
537
$2.36M 0.02%
160,233
+4,495
538
$2.36M 0.02%
49,279
-14,717
539
$2.35M 0.02%
38,854
-2,015
540
$2.34M 0.02%
31,928
-1,142
541
$2.33M 0.02%
20,373
-1,033
542
$2.32M 0.02%
43,285
+1,400
543
$2.32M 0.02%
+88,853
544
$2.29M 0.02%
173,101
+1,802
545
$2.28M 0.02%
26,153
-2,305
546
$2.26M 0.02%
46,012
-22,911
547
$2.26M 0.02%
46,901
+13,617
548
$2.26M 0.02%
43,046
-316,492
549
$2.25M 0.02%
148,115
-1,695,965
550
$2.25M 0.02%
100,075
-39,557
20 21
22
23 24