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
651
$1.71M 0.01%
44,450
-823
652
$1.71M 0.01%
75,274
-2,598
653
$1.71M 0.01%
19,693
-10
654
$1.7M 0.01%
163,037
+4,000
655
$1.7M 0.01%
27,688
+9,993
656
$1.7M 0.01%
16,008
-298,412
657
$1.69M 0.01%
15,782
-143
658
$1.68M 0.01%
40,473
-1,655
659
$1.65M 0.01%
90,559
+5,126
660
$1.64M 0.01%
35,072
+8,457
661
$1.64M 0.01%
77,158
+18
662
$1.62M 0.01%
46,353
-1,912
663
$1.61M 0.01%
18,699
+1,466
664
$1.61M 0.01%
27,122
+4,710
665
$1.61M 0.01%
177,343
-7,953
666
$1.6M 0.01%
31,940
-12,869
667
$1.6M 0.01%
28,567
-4,137
668
$1.59M 0.01%
35,376
-21,108
669
$1.59M 0.01%
19,963
-121
670
$1.59M 0.01%
7,446
+76
671
$1.59M 0.01%
84,641
+42,725
672
$1.56M 0.01%
8,682
+5,936
673
$1.56M 0.01%
80,276
+9,626
674
$1.56M 0.01%
73,133
-8
675
$1.55M 0.01%
78,029
-1,874
25 26
27
28 29