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
601
$1.79M 0.02%
91,451
+2,416
602
$1.76M 0.02%
61,398
-654
603
$1.76M 0.02%
48,759
+1,329
604
$1.76M 0.02%
29,428
-15,086
605
$1.76M 0.02%
69,849
+6,451
606
$1.74M 0.02%
22,484
-50,415
607
$1.73M 0.02%
48,570
-5,775
608
$1.71M 0.01%
31,424
-14,336
609
$1.71M 0.01%
+39,328
610
$1.7M 0.01%
52,125
-736
611
$1.7M 0.01%
54,385
+7,850
612
$1.7M 0.01%
52,052
-2,692
613
$1.7M 0.01%
15,954
+457
614
$1.69M 0.01%
30,145
+3,614
615
$1.69M 0.01%
16,035
-110
616
$1.69M 0.01%
102,344
+42
617
$1.68M 0.01%
32,492
-2,907
618
$1.68M 0.01%
63,515
-64,825
619
$1.68M 0.01%
60,530
+29,247
620
$1.67M 0.01%
+26,065
621
$1.65M 0.01%
7,401
+272
622
$1.64M 0.01%
49,394
+5,817
623
$1.61M 0.01%
76,360
-243
624
$1.61M 0.01%
14,572
-741
625
$1.58M 0.01%
11,645
23 24
25
26 27