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
601
$2.17M 0.02%
99,785
+33,518
602
$2.16M 0.02%
21,255
-454
603
$2.13M 0.02%
17,281
-379
604
$2.13M 0.02%
63,395
+2,695
605
$2.13M 0.02%
235,461
-18,589
606
$2.13M 0.02%
41,583
+158
607
$2.11M 0.02%
42,910
-170
608
$2.11M 0.02%
71,326
-3,009
609
$2.1M 0.02%
67,753
+4,328
610
$2.1M 0.02%
59,771
+496
611
$2.1M 0.02%
59,026
-3,342
612
$2.08M 0.02%
18,309
+3,570
613
$2.07M 0.02%
26,780
-386
614
$2.06M 0.02%
21,497
-1,076
615
$2.04M 0.02%
20,642
+513
616
$2.03M 0.02%
256,886
-5,480
617
$2.01M 0.02%
33,717
-170
618
$1.99M 0.02%
36,913
+986
619
$1.97M 0.01%
+46,571
620
$1.96M 0.01%
17,366
-127
621
$1.96M 0.01%
41,201
-27
622
$1.95M 0.01%
116,285
+2,365
623
$1.95M 0.01%
34,753
+899
624
$1.95M 0.01%
40,731
+586
625
$1.94M 0.01%
44,582
-932
23 24
25
26 27