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
701
$1.23M 0.01%
73,647
+6,006
702
$1.23M 0.01%
7,148
+262
703
$1.22M 0.01%
7,418
-1
704
$1.22M 0.01%
21,452
+1,225
705
$1.21M 0.01%
35,057
+2,698
706
$1.21M 0.01%
128,460
+1,230
707
$1.21M 0.01%
47,746
+933
708
$1.2M 0.01%
28,664
-3,086
709
$1.2M 0.01%
+48,335
710
$1.2M 0.01%
+17,413
711
$1.19M 0.01%
23,658
+5,045
712
$1.19M 0.01%
38,439
-21,383
713
$1.18M 0.01%
21,842
714
$1.18M 0.01%
146,791
+5,391
715
$1.18M 0.01%
22,313
-17,045
716
$1.17M 0.01%
36,758
+4,918
717
$1.16M 0.01%
20,836
+864
718
$1.15M 0.01%
79,778
+29,078
719
$1.15M 0.01%
15,641
-4,344
720
$1.15M 0.01%
11,834
-370
721
$1.15M 0.01%
15,048
+675
722
$1.15M 0.01%
35,966
+3,577
723
$1.15M 0.01%
49,283
-2,873
724
$1.14M 0.01%
30,337
-190
725
$1.13M 0.01%
12,780
+1,972
27 28
29
30 31