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
926
$491K ﹤0.01%
6,123
+133
927
$488K ﹤0.01%
31,733
+231
928
$484K ﹤0.01%
+9,220
929
$483K ﹤0.01%
27,593
+848
930
$482K ﹤0.01%
+32,489
931
$481K ﹤0.01%
34,411
932
$476K ﹤0.01%
8,030
-35,680
933
$475K ﹤0.01%
19,211
-862
934
$474K ﹤0.01%
7,959
-130
935
$473K ﹤0.01%
+21,875
936
$470K ﹤0.01%
+29,860
937
$464K ﹤0.01%
199,211
-33,333
938
$462K ﹤0.01%
41,448
+975
939
$461K ﹤0.01%
5,919
+517
940
$460K ﹤0.01%
30,863
-40,886
941
$459K ﹤0.01%
+26,371
942
$458K ﹤0.01%
+11,875
943
$454K ﹤0.01%
37,195
+2,863
944
$454K ﹤0.01%
35,033
-3,489
945
$451K ﹤0.01%
20,658
-2,260
946
$449K ﹤0.01%
+11,892
947
$446K ﹤0.01%
8,968
-431,612
948
$446K ﹤0.01%
12,467
-6,767
949
$445K ﹤0.01%
29,963
-1,944
950
$444K ﹤0.01%
21,536
+11,266
36 37
38
39 40