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
926
$639K ﹤0.01%
13,924
+1,085
927
$637K ﹤0.01%
4,710
-1,030
928
$637K ﹤0.01%
9,749
-6,792
929
$635K ﹤0.01%
13,300
+146
930
$630K ﹤0.01%
10,674
-217
931
$616K ﹤0.01%
42,680
-1,431,561
932
$615K ﹤0.01%
65,435
-8,335
933
$613K ﹤0.01%
189,310
-6,000
934
$612K ﹤0.01%
5,286
-75
935
$612K ﹤0.01%
36,042
+2
936
$608K ﹤0.01%
18,338
+1,478
937
$607K ﹤0.01%
13,616
+1
938
$605K ﹤0.01%
23,750
-1,000
939
$601K ﹤0.01%
5,921
-524
940
$597K ﹤0.01%
24,070
-423
941
$597K ﹤0.01%
35,411
+483
942
$594K ﹤0.01%
20,644
-962
943
$593K ﹤0.01%
6,485
-230
944
$592K ﹤0.01%
25,225
-300
945
$583K ﹤0.01%
6,924
-202
946
$582K ﹤0.01%
38,883
+2,487
947
$581K ﹤0.01%
17,934
-1,807
948
$580K ﹤0.01%
3,057
+174
949
$573K ﹤0.01%
21,990
+2,575
950
$571K ﹤0.01%
23,549
+4,338
36 37
38
39 40