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
776
$1.06M 0.01%
22,227
-3,604
777
$1.05M 0.01%
10,529
+67
778
$1.05M 0.01%
119,657
-1,457
779
$1.05M 0.01%
21,943
-797
780
$1.04M 0.01%
85,466
+13,976
781
$1.04M 0.01%
18,211
+751
782
$1.03M 0.01%
+42,659
783
$1.03M 0.01%
21,523
-1,247
784
$1.02M 0.01%
31,874
-446
785
$1.02M 0.01%
15,873
+2,455
786
$1.02M 0.01%
30,749
-665
787
$1.02M 0.01%
+78,835
788
$1.02M 0.01%
74,615
-29,013
789
$1.01M 0.01%
56,047
-158,748
790
$1.01M 0.01%
43,903
-27,618
791
$1.01M 0.01%
34,204
-1,174
792
$1.01M 0.01%
40,590
-1,045
793
$1.01M 0.01%
31,288
-78,048
794
$1M 0.01%
+28,416
795
$1M 0.01%
8,584
+124
796
$1M 0.01%
47,759
797
$996K 0.01%
30,021
+1,031
798
$994K 0.01%
32,243
-23,875
799
$990K 0.01%
116,931
-1,448
800
$989K 0.01%
+14,928
30 31
32
33 34