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
76
$39.7M 0.34%
1,058,580
+384,500
77
$39.6M 0.34%
295,441
+12,311
78
$39.5M 0.34%
371,799
-24,343
79
$39.3M 0.34%
672,386
+96,485
80
$39.1M 0.34%
214,159
+10,670
81
$39M 0.34%
1,808,619
-134,920
82
$38.9M 0.34%
1,013,288
+137,255
83
$38.7M 0.34%
456,409
-28,641
84
$38.2M 0.33%
393,883
-24,728
85
$38M 0.33%
1,092,054
+536,554
86
$37.7M 0.33%
220,242
-10,064
87
$37.7M 0.33%
364,897
+7,432
88
$37.5M 0.33%
258,261
-92,653
89
$36.6M 0.32%
256,615
+22,238
90
$36.5M 0.32%
530,990
+48,643
91
$36M 0.31%
788,792
-371,073
92
$35.5M 0.31%
391,412
-24,872
93
$35.5M 0.31%
1,247,141
+178,600
94
$35.3M 0.31%
220,569
+10,898
95
$35.1M 0.3%
697,577
-27,631
96
$34.6M 0.3%
422,435
-27,008
97
$34.4M 0.3%
220,724
-477
98
$34.4M 0.3%
1,477,910
+1,064,699
99
$33.4M 0.29%
148,544
+35,385
100
$33.4M 0.29%
209,848
-80,935
2 3
4
5 6