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
1026
$339K ﹤0.01%
16,974
1027
$339K ﹤0.01%
897
+72
1028
$338K ﹤0.01%
12,158
-4,398
1029
$337K ﹤0.01%
5,299
-679
1030
$336K ﹤0.01%
4,535
-14,330
1031
$334K ﹤0.01%
26,187
-154,395
1032
$332K ﹤0.01%
7,181
-232
1033
$331K ﹤0.01%
7,260
+1,796
1034
$330K ﹤0.01%
13,541
-1,990,913
1035
$329K ﹤0.01%
4,339
+327
1036
$328K ﹤0.01%
10,678
+200
1037
$328K ﹤0.01%
3,418
+693
1038
$327K ﹤0.01%
5,855
-3,500
1039
$325K ﹤0.01%
5,351
-333
1040
$324K ﹤0.01%
+3,863
1041
$322K ﹤0.01%
10,144
+9
1042
$318K ﹤0.01%
16,474
+1,072
1043
$317K ﹤0.01%
402
-5
1044
$315K ﹤0.01%
18,604
-1,567
1045
$315K ﹤0.01%
6,324
-9,509
1046
$308K ﹤0.01%
7,793
+1,114
1047
$307K ﹤0.01%
46,350
-21,950
1048
$303K ﹤0.01%
+15,000
1049
$299K ﹤0.01%
+8,480
1050
$295K ﹤0.01%
6,995
40 41
42
43 44