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
676
$1.32M 0.01%
66,140
+1,000
677
$1.32M 0.01%
27,011
-10,061
678
$1.31M 0.01%
42,370
-925
679
$1.3M 0.01%
28,545
-2,607
680
$1.3M 0.01%
18,651
+4,842
681
$1.29M 0.01%
+29,621
682
$1.29M 0.01%
9,054
+5
683
$1.29M 0.01%
28,042
+895
684
$1.27M 0.01%
30,290
-997
685
$1.27M 0.01%
152,736
+42,848
686
$1.27M 0.01%
33,004
+3,139
687
$1.27M 0.01%
+32,375
688
$1.27M 0.01%
63,134
-38,680
689
$1.26M 0.01%
23,601
+16,384
690
$1.26M 0.01%
22,460
+1,101
691
$1.25M 0.01%
37,069
+3,375
692
$1.25M 0.01%
16,395
-160
693
$1.25M 0.01%
97,591
-35,407
694
$1.24M 0.01%
40,465
-16,813
695
$1.24M 0.01%
27,196
-5,542
696
$1.24M 0.01%
+465,400
697
$1.24M 0.01%
51,268
+3,252
698
$1.24M 0.01%
38,717
+753
699
$1.23M 0.01%
11,747
-5,783
700
$1.23M 0.01%
11,713
+851
26 27
28
29 30