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
851
$830K 0.01%
29,835
+1,063
852
$826K 0.01%
+63,372
853
$825K 0.01%
30,429
+5,740
854
$820K 0.01%
+3,489
855
$820K 0.01%
63,775
+11,660
856
$819K 0.01%
3,202
-19
857
$815K 0.01%
14,652
+1
858
$814K 0.01%
14,641
-328
859
$814K 0.01%
13,364
-3,122
860
$808K 0.01%
12,800
+950
861
$805K 0.01%
136,588
-4,665
862
$804K 0.01%
24,797
-1,491
863
$799K 0.01%
37,213
+113
864
$797K 0.01%
+31,527
865
$793K 0.01%
7,061
+207
866
$791K 0.01%
+18,022
867
$790K 0.01%
12,259
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868
$789K 0.01%
31,503
+122
869
$788K 0.01%
23,357
-20,991
870
$784K 0.01%
37,884
+5,267
871
$783K 0.01%
15,347
+257
872
$782K 0.01%
18,579
+1,254
873
$777K 0.01%
30,408
-557
874
$773K 0.01%
38,077
+2,056
875
$760K 0.01%
10,651
+533
33 34
35
36 37