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
1026
$427K ﹤0.01%
8,737
-966
1027
$426K ﹤0.01%
14,593
-173
1028
$419K ﹤0.01%
+14,356
1029
$419K ﹤0.01%
2,755
+104
1030
$417K ﹤0.01%
9,825
+80
1031
$415K ﹤0.01%
14,386
+1,844
1032
$414K ﹤0.01%
7,497
+759
1033
$413K ﹤0.01%
20,561
-6,754
1034
$410K ﹤0.01%
6,919
+125
1035
$408K ﹤0.01%
7,318
-1,347
1036
$406K ﹤0.01%
3,492
-135
1037
$406K ﹤0.01%
3,792
+66
1038
$405K ﹤0.01%
+4,583
1039
$404K ﹤0.01%
17,709
1040
$403K ﹤0.01%
12,713
+1,548
1041
$402K ﹤0.01%
1,553
+20
1042
$402K ﹤0.01%
5,907
+272
1043
$400K ﹤0.01%
45,876
-16,396
1044
$399K ﹤0.01%
5,226
-299
1045
$389K ﹤0.01%
12,203
-12,431
1046
$389K ﹤0.01%
9,379
+50
1047
$386K ﹤0.01%
575
1048
$386K ﹤0.01%
7,644
+1,183
1049
$386K ﹤0.01%
10,167
-212
1050
$385K ﹤0.01%
4,325
-861
40 41
42
43 44