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
51
$54.2M 0.41%
75,071
-2,233
52
$54.1M 0.41%
548,757
-39,821
53
$53.6M 0.4%
282,259
+25,044
54
$53.5M 0.4%
895,090
-19,985
55
$53.4M 0.4%
646,462
-20,207
56
$52.5M 0.4%
422,291
+21,806
57
$52.4M 0.4%
1,173,001
-28,170
58
$51.9M 0.39%
380,851
-8,467
59
$51.7M 0.39%
302,776
-1,961
60
$51.4M 0.39%
1,070,260
-33,240
61
$51.1M 0.39%
345,111
-10,577
62
$50.4M 0.38%
306,470
+15,039
63
$50.3M 0.38%
259,439
-12,385
64
$50M 0.38%
439,364
-13,530
65
$49.9M 0.38%
525,918
-15,453
66
$49M 0.37%
299,569
-6,912
67
$48.8M 0.37%
1,182,921
+5,330
68
$48.7M 0.37%
757,726
+279,927
69
$48.5M 0.37%
4,258,892
+422,908
70
$48.2M 0.36%
649,498
+8,267
71
$46.9M 0.35%
268,967
+23,440
72
$46.7M 0.35%
489,457
-14,874
73
$46.6M 0.35%
352,632
-35,056
74
$46.5M 0.35%
395,239
-12,021
75
$46.4M 0.35%
961,929
-33,462
1 2
3
4 5