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
776
$948K 0.01%
95,521
+13,428
777
$947K 0.01%
19,844
-1,055
778
$944K 0.01%
43,323
779
$943K 0.01%
55,706
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780
$942K 0.01%
47,740
-44,566
781
$940K 0.01%
62,382
-23,409
782
$938K 0.01%
24,452
-374
783
$925K 0.01%
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784
$923K 0.01%
11,490
+195
785
$921K 0.01%
15,958
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787
$915K 0.01%
36,375
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788
$909K 0.01%
35,298
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789
$907K 0.01%
52,673
+27,600
790
$906K 0.01%
47,698
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17,575
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14,167
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16,658
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262,421
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795
$888K 0.01%
88,257
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796
$886K 0.01%
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797
$884K 0.01%
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798
$879K 0.01%
202,000
+14,628
799
$879K 0.01%
56,320
+4,799
800
$878K 0.01%
44,680
+144
30 31
32
33 34