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
51
$47.1M 0.41%
668,754
-43,497
52
$47.1M 0.41%
605,046
-39,052
53
$46.4M 0.4%
869,285
+22,142
54
$46.4M 0.4%
795,089
-379,891
55
$46.3M 0.4%
1,087,932
-71,126
56
$46.3M 0.4%
310,234
-2,143
57
$45.4M 0.39%
972,888
-36,618
58
$44.9M 0.39%
606,639
-38,684
59
$44.8M 0.39%
279,603
+30,440
60
$44.5M 0.39%
3,790,876
+801,380
61
$44.5M 0.39%
192,849
-40,050
62
$44.4M 0.39%
383,761
+20,461
63
$43.6M 0.38%
558,231
+93,436
64
$43.3M 0.38%
369,036
-150,479
65
$42.6M 0.37%
974,328
-57,968
66
$42.5M 0.37%
1,256,184
-80,120
67
$42.4M 0.37%
419,437
-25,957
68
$42.3M 0.37%
613,596
+329,828
69
$42.1M 0.37%
165,323
+150,924
70
$41.6M 0.36%
400,300
+302,807
71
$40.9M 0.36%
1,336,004
-432,424
72
$40.5M 0.35%
561,295
+140,635
73
$40.5M 0.35%
995,532
-65,074
74
$40.3M 0.35%
398,505
+37,263
75
$40.1M 0.35%
494,317
+386,850
1 2
3
4 5