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
576
$1.97M 0.02%
16,842
+1,778
577
$1.97M 0.02%
93,187
-3,071
578
$1.97M 0.02%
20,480
-960
579
$1.97M 0.02%
73,452
+27
580
$1.96M 0.02%
+76,906
581
$1.95M 0.02%
78,480
-163
582
$1.94M 0.02%
175,385
+3,095
583
$1.93M 0.02%
48,354
+492
584
$1.92M 0.02%
83,598
-89,399
585
$1.92M 0.02%
48,062
-10,414
586
$1.91M 0.02%
38,901
+26,458
587
$1.91M 0.02%
32,950
-680
588
$1.9M 0.02%
85,913
-399,029
589
$1.9M 0.02%
15,974
-50,205
590
$1.88M 0.02%
86,172
+1,155
591
$1.85M 0.02%
124,533
-2,100
592
$1.83M 0.02%
117,581
593
$1.82M 0.02%
29,820
-5,712
594
$1.82M 0.02%
119,369
+13,954
595
$1.82M 0.02%
460
596
$1.81M 0.02%
21,374
+2,401
597
$1.8M 0.02%
45,633
-4,900
598
$1.8M 0.02%
38,503
+934
599
$1.8M 0.02%
258,879
+125,624
600
$1.8M 0.02%
78,989
+3,612
22 23
24
25 26