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
576
$2.39M 0.02%
34,854
-743
577
$2.38M 0.02%
20,757
-2,391
578
$2.37M 0.02%
+15,351
579
$2.35M 0.02%
149,168
+36,740
580
$2.35M 0.02%
15,797
+414
581
$2.33M 0.02%
136,789
+25,448
582
$2.33M 0.02%
64,598
-45,337
583
$2.31M 0.02%
44,601
-65,963
584
$2.31M 0.02%
55,711
+2,715
585
$2.31M 0.02%
47,285
+1,404
586
$2.31M 0.02%
49,829
+17,709
587
$2.3M 0.02%
36,084
+9,043
588
$2.29M 0.02%
44,241
-7,827
589
$2.29M 0.02%
86,379
-3,521
590
$2.26M 0.02%
18,622
+1,303
591
$2.23M 0.02%
+40,604
592
$2.23M 0.02%
88,491
+2,313
593
$2.22M 0.02%
14,553
-571
594
$2.19M 0.02%
11,777
-3,483
595
$2.19M 0.02%
36,057
+10,770
596
$2.19M 0.02%
485
-69
597
$2.18M 0.02%
110,231
+91,284
598
$2.18M 0.02%
44,486
-29,499
599
$2.17M 0.02%
26,068
-501
600
$2.17M 0.02%
182,757
-4,068