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
826
$898K 0.01%
+23,025
827
$897K 0.01%
6,475
-311
828
$896K 0.01%
67,802
-11,255
829
$894K 0.01%
+21,491
830
$892K 0.01%
9,333
+60
831
$889K 0.01%
21,373
+9,314
832
$884K 0.01%
18,871
+1,502
833
$881K 0.01%
+2,184
834
$881K 0.01%
71,932
+43,996
835
$878K 0.01%
+20,124
836
$876K 0.01%
69,906
+5,963
837
$858K 0.01%
13,351
+187
838
$858K 0.01%
22,184
+2,651
839
$844K 0.01%
+37,323
840
$844K 0.01%
78,452
+6,944
841
$843K 0.01%
18,451
-28,243
842
$842K 0.01%
12,752
+729
843
$839K 0.01%
+13,440
844
$836K 0.01%
25,600
+900
845
$834K 0.01%
39,770
+12,600
846
$833K 0.01%
11,916
-999
847
$833K 0.01%
5,384
-315
848
$833K 0.01%
39,471
+10,350
849
$832K 0.01%
+38,260
850
$830K 0.01%
9,207
+2,400
32 33
34
35 36