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
976
$522K ﹤0.01%
59,300
-11,917
977
$522K ﹤0.01%
34,215
-3,479
978
$518K ﹤0.01%
7,113
+3
979
$517K ﹤0.01%
15,480
+1
980
$517K ﹤0.01%
+6,714
981
$516K ﹤0.01%
9,951
-2,314
982
$516K ﹤0.01%
9,855
+430
983
$514K ﹤0.01%
7,230
+165
984
$511K ﹤0.01%
9,705
+222
985
$507K ﹤0.01%
8,594
+117
986
$504K ﹤0.01%
4,080
+234
987
$503K ﹤0.01%
10,442
-20,546
988
$502K ﹤0.01%
8,719
989
$500K ﹤0.01%
+7,315
990
$496K ﹤0.01%
20,753
-2,217
991
$495K ﹤0.01%
4,936
+953
992
$494K ﹤0.01%
19,351
+4,551
993
$492K ﹤0.01%
48,217
-12,467
994
$490K ﹤0.01%
71,382
-1,390
995
$490K ﹤0.01%
+21,269
996
$487K ﹤0.01%
29,145
997
$485K ﹤0.01%
13,229
+2,969
998
$481K ﹤0.01%
32,065
+10,980
999
$480K ﹤0.01%
19,204
-19,715
1000
$479K ﹤0.01%
5,763
-6,177
38 39
40
41 42