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
951
$571K ﹤0.01%
8,515
952
$569K ﹤0.01%
8,163
+27
953
$568K ﹤0.01%
22,665
+4,400
954
$566K ﹤0.01%
21,429
-199
955
$562K ﹤0.01%
+18,546
956
$561K ﹤0.01%
39,946
+31
957
$560K ﹤0.01%
13,901
-99
958
$558K ﹤0.01%
11,198
+1,558
959
$554K ﹤0.01%
23,200
960
$552K ﹤0.01%
5,611
+1
961
$552K ﹤0.01%
7,511
-3,272
962
$549K ﹤0.01%
13,167
-496
963
$548K ﹤0.01%
27,441
-346
964
$547K ﹤0.01%
4,762
+421
965
$545K ﹤0.01%
61,315
-2,999
966
$537K ﹤0.01%
25,230
-29,453
967
$536K ﹤0.01%
20,712
+11,634
968
$533K ﹤0.01%
22,809
+245
969
$532K ﹤0.01%
20,579
-6,319
970
$531K ﹤0.01%
28,118
-12,657
971
$529K ﹤0.01%
24,631
+544
972
$525K ﹤0.01%
24,635
+920
973
$525K ﹤0.01%
6,884
+2,222
974
$524K ﹤0.01%
7,838
-50
975
$523K ﹤0.01%
19,003
+105
37 38
39
40 41