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
626
$1.58M 0.01%
108,841
-4,300
627
$1.58M 0.01%
9,664
-25
628
$1.57M 0.01%
+29,857
629
$1.56M 0.01%
9,204
-1,844
630
$1.55M 0.01%
74,043
-20
631
$1.55M 0.01%
65,446
+22,490
632
$1.53M 0.01%
18,564
+2,083
633
$1.53M 0.01%
49,174
-10,000
634
$1.52M 0.01%
17,739
-1,235
635
$1.49M 0.01%
54,605
+5,959
636
$1.49M 0.01%
68,014
-12,338
637
$1.49M 0.01%
96,318
+51,603
638
$1.48M 0.01%
56,370
-296
639
$1.48M 0.01%
43,613
+35,804
640
$1.48M 0.01%
35,146
-24,526
641
$1.48M 0.01%
43,354
+948
642
$1.47M 0.01%
125,783
+3,666
643
$1.47M 0.01%
29,411
-695
644
$1.47M 0.01%
70,750
+13,025
645
$1.46M 0.01%
5,857
+4,859
646
$1.46M 0.01%
45,095
-4,130
647
$1.45M 0.01%
30,695
+24,325
648
$1.45M 0.01%
39,536
+1,432
649
$1.45M 0.01%
19,857
-20,690
650
$1.44M 0.01%
+27,616
24 25
26
27 28