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
701
$1.44M 0.01%
1,094
+46
702
$1.44M 0.01%
11,167
+7,397
703
$1.43M 0.01%
31,346
+1,228
704
$1.42M 0.01%
57,608
+537
705
$1.42M 0.01%
92,722
+74,403
706
$1.41M 0.01%
11,371
-104
707
$1.41M 0.01%
52,008
+1,274
708
$1.41M 0.01%
29,719
+863
709
$1.39M 0.01%
22,501
+287
710
$1.39M 0.01%
52,903
+675
711
$1.39M 0.01%
17,180
-278
712
$1.37M 0.01%
93,493
-1,183
713
$1.37M 0.01%
31,126
-78
714
$1.37M 0.01%
75,459
+20,001
715
$1.34M 0.01%
24,282
+8,378
716
$1.34M 0.01%
40,584
-159
717
$1.34M 0.01%
14,068
+383
718
$1.33M 0.01%
64,679
+1,874
719
$1.33M 0.01%
11,292
+7,937
720
$1.33M 0.01%
374,702
+33,155
721
$1.33M 0.01%
+21,348
722
$1.33M 0.01%
71,848
-867
723
$1.32M 0.01%
11,649
+4
724
$1.32M 0.01%
27,936
-2,145
725
$1.32M 0.01%
14,575
-16,908