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
526
$2.95M 0.02%
153,755
-40,835
527
$2.94M 0.02%
26,698
-163
528
$2.94M 0.02%
73,056
-6,728
529
$2.93M 0.02%
59,485
-1,157
530
$2.9M 0.02%
68,323
+13,488
531
$2.89M 0.02%
204,976
-7,478
532
$2.88M 0.02%
143,313
+45,797
533
$2.87M 0.02%
37,673
+1,713
534
$2.86M 0.02%
116,013
+18,141
535
$2.85M 0.02%
67,796
-199
536
$2.83M 0.02%
156,510
+16,413
537
$2.82M 0.02%
32,625
-132
538
$2.8M 0.02%
45,934
+3,404
539
$2.79M 0.02%
407,584
-18,102
540
$2.78M 0.02%
92,788
-3,799
541
$2.76M 0.02%
47,581
-416
542
$2.74M 0.02%
22,898
+1,023
543
$2.74M 0.02%
177,878
-32,970
544
$2.73M 0.02%
97,463
-5,725
545
$2.71M 0.02%
14,472
-355
546
$2.7M 0.02%
40,946
-1,929
547
$2.7M 0.02%
24,133
-3,259
548
$2.7M 0.02%
84,520
-1,499
549
$2.67M 0.02%
+30,230
550
$2.67M 0.02%
66,157
-4,972
20 21
22
23 24