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
976
$404K ﹤0.01%
8,590
+450
977
$404K ﹤0.01%
4,555
-511
978
$401K ﹤0.01%
7,127
-3,815
979
$394K ﹤0.01%
3,586
+570
980
$393K ﹤0.01%
9,060
+337
981
$392K ﹤0.01%
7,248
+83
982
$391K ﹤0.01%
+50,000
983
$388K ﹤0.01%
5,475
+32
984
$385K ﹤0.01%
28,531
985
$384K ﹤0.01%
13,678
-1,742
986
$384K ﹤0.01%
10,533
-344
987
$384K ﹤0.01%
2,251
-515
988
$384K ﹤0.01%
7,663
-250
989
$381K ﹤0.01%
16,515
+5,000
990
$377K ﹤0.01%
+5,542
991
$377K ﹤0.01%
4,008
-1,641
992
$376K ﹤0.01%
4,140
+69
993
$375K ﹤0.01%
21,393
+744
994
$375K ﹤0.01%
2,397
-711
995
$374K ﹤0.01%
21,700
+900
996
$373K ﹤0.01%
18,947
-490
997
$373K ﹤0.01%
5,679
-34,853
998
$372K ﹤0.01%
22,746
-369
999
$369K ﹤0.01%
9,236
+54
1000
$368K ﹤0.01%
5,923
-1,362
38 39
40
41 42