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
651
$1.44M 0.01%
80,584
+2,921
652
$1.44M 0.01%
52,656
+919
653
$1.43M 0.01%
21,283
+39
654
$1.43M 0.01%
+28,585
655
$1.43M 0.01%
91,685
+9,278
656
$1.43M 0.01%
13,696
-3,112
657
$1.43M 0.01%
33,686
+197
658
$1.42M 0.01%
105,971
-16,341
659
$1.42M 0.01%
51,718
+26,613
660
$1.42M 0.01%
9,238
-12,879
661
$1.4M 0.01%
31,973
+366
662
$1.4M 0.01%
187,592
+22,157
663
$1.39M 0.01%
75,728
+5,055
664
$1.39M 0.01%
53,058
-292
665
$1.37M 0.01%
33,723
+392
666
$1.37M 0.01%
39,343
-840
667
$1.37M 0.01%
+44,599
668
$1.36M 0.01%
42,975
+1,623
669
$1.36M 0.01%
18,139
-4,218
670
$1.36M 0.01%
71,752
+7,260
671
$1.35M 0.01%
165,152
-312,066
672
$1.34M 0.01%
100,758
+19,647
673
$1.34M 0.01%
+42,853
674
$1.34M 0.01%
53,971
-396
675
$1.34M 0.01%
55,343
-299
25 26
27
28 29