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
876
$610K 0.01%
11,615
+40
877
$607K 0.01%
+3,990
878
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879
$601K 0.01%
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880
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881
$598K 0.01%
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882
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2,545
883
$587K 0.01%
12,269
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884
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885
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20,515
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886
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890
$572K 0.01%
35,448
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891
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19,300
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6,779
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894
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63,194
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$560K ﹤0.01%
4,578
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$558K ﹤0.01%
79,054
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$553K ﹤0.01%
44,953
-14,336
898
$552K ﹤0.01%
66,714
-8,200
899
$545K ﹤0.01%
22,939
+5,314
900
$538K ﹤0.01%
7,497
-104
34 35
36
37 38