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
551
$2.65M 0.02%
53,960
+663
552
$2.64M 0.02%
16,404
-341
553
$2.62M 0.02%
18,403
-963
554
$2.61M 0.02%
34,520
-503
555
$2.61M 0.02%
30,404
+6,538
556
$2.61M 0.02%
66,682
+32,733
557
$2.6M 0.02%
186,577
+4,661
558
$2.58M 0.02%
86,159
+1,764
559
$2.58M 0.02%
39,204
-844
560
$2.54M 0.02%
32,903
-724
561
$2.53M 0.02%
45,653
+1,418
562
$2.52M 0.02%
487,340
+46,440
563
$2.5M 0.02%
44,094
-1,098
564
$2.49M 0.02%
129,256
+36,826
565
$2.48M 0.02%
39,390
+3,744
566
$2.47M 0.02%
18,575
-62,039
567
$2.47M 0.02%
33,047
-1,054
568
$2.46M 0.02%
139,594
-77,638
569
$2.46M 0.02%
71,935
+7,365
570
$2.45M 0.02%
50,452
+35,280
571
$2.44M 0.02%
33,487
-18,905
572
$2.43M 0.02%
99,696
-4,550
573
$2.42M 0.02%
43,711
-27,253
574
$2.41M 0.02%
213,329
+3,604
575
$2.4M 0.02%
75,038
+35,864
21 22
23
24 25