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
76
$46M 0.35%
1,867,854
-8,048
77
$46M 0.35%
739,309
-221,987
78
$45.8M 0.35%
626,328
+335
79
$45.4M 0.34%
199,014
-5,790
80
$45.1M 0.34%
513,085
-13,262
81
$45.1M 0.34%
351,581
-10,936
82
$44.7M 0.34%
1,808,015
+84,964
83
$44.5M 0.34%
673,550
+104,155
84
$44.3M 0.33%
226,230
+650
85
$44.3M 0.33%
174,956
+13,164
86
$44.2M 0.33%
408,798
+50,215
87
$43.8M 0.33%
1,691,865
+1,006,362
88
$43.7M 0.33%
447,713
-13,166
89
$43.5M 0.33%
139,073
+1,091
90
$43.5M 0.33%
1,276,902
+24,164
91
$43.4M 0.33%
522,131
+75,801
92
$43M 0.32%
729,113
+11,908
93
$42.9M 0.32%
410,771
-12,413
94
$42.7M 0.32%
878,040
+26,780
95
$42.7M 0.32%
1,036,113
-31,029
96
$41.8M 0.32%
392,008
-11,525
97
$41.7M 0.31%
517,637
-15,392
98
$40.9M 0.31%
206,160
-14,250
99
$40.2M 0.3%
1,023,226
-30,439
100
$39.9M 0.3%
247,539
-7,482
2 3
4
5 6