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
676
$1.54M 0.01%
188,350
+711
677
$1.54M 0.01%
34,041
-3,277
678
$1.54M 0.01%
164,596
+6,518
679
$1.53M 0.01%
19,203
-118
680
$1.52M 0.01%
132,803
+24,444
681
$1.52M 0.01%
101,062
-2,280
682
$1.51M 0.01%
74,775
683
$1.51M 0.01%
45,385
-430
684
$1.49M 0.01%
44,283
+10,470
685
$1.49M 0.01%
88,137
-231
686
$1.48M 0.01%
75,383
+1,798
687
$1.48M 0.01%
7,434
-438
688
$1.48M 0.01%
24,728
+5,618
689
$1.48M 0.01%
24,657
-55,949
690
$1.47M 0.01%
10,025
691
$1.47M 0.01%
38,524
-802
692
$1.47M 0.01%
116,507
-70,537
693
$1.47M 0.01%
13,436
+3,341
694
$1.47M 0.01%
60,206
-287
695
$1.46M 0.01%
54,615
-39
696
$1.45M 0.01%
+64,428
697
$1.45M 0.01%
25,018
-56
698
$1.44M 0.01%
1,109
+24
699
$1.44M 0.01%
13,598
+737
700
$1.44M 0.01%
57,048
+4,029
26 27
28
29 30