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
951
$443K ﹤0.01%
7,478
-11,291
952
$439K ﹤0.01%
29,145
953
$438K ﹤0.01%
9,938
-29,991
954
$437K ﹤0.01%
14,047
-5,025
955
$437K ﹤0.01%
17,378
+1,417
956
$437K ﹤0.01%
13,873
-10,780
957
$436K ﹤0.01%
12,300
-975
958
$434K ﹤0.01%
20,600
959
$430K ﹤0.01%
+29,387
960
$430K ﹤0.01%
9,300
-10,100
961
$429K ﹤0.01%
22,744
-857
962
$426K ﹤0.01%
57,350
-40,491
963
$425K ﹤0.01%
3,471
+86
964
$424K ﹤0.01%
6,045
+50
965
$424K ﹤0.01%
18,400
966
$419K ﹤0.01%
26,203
-1,555
967
$419K ﹤0.01%
7,783
+226
968
$418K ﹤0.01%
10,410
969
$418K ﹤0.01%
+26,281
970
$415K ﹤0.01%
48,945
+1,760
971
$413K ﹤0.01%
11,982
-26,386
972
$412K ﹤0.01%
17,624
+433
973
$409K ﹤0.01%
613
-20
974
$408K ﹤0.01%
8,501
+104
975
$407K ﹤0.01%
12,213
-1,500
37 38
39
40 41