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
1051
$295K ﹤0.01%
5,863
1052
$293K ﹤0.01%
+5,979
1053
$293K ﹤0.01%
+13,238
1054
$290K ﹤0.01%
7,321
-412
1055
$288K ﹤0.01%
2,753
+315
1056
$287K ﹤0.01%
+18,022
1057
$286K ﹤0.01%
26,350
+750
1058
$284K ﹤0.01%
5,108
-92,099
1059
$281K ﹤0.01%
5,810
-3,411
1060
$278K ﹤0.01%
4,321
-124
1061
$278K ﹤0.01%
23,790
-905
1062
$277K ﹤0.01%
4,000
1063
$276K ﹤0.01%
12,201
-22,494
1064
$276K ﹤0.01%
+11,400
1065
$275K ﹤0.01%
2,997
-146
1066
$275K ﹤0.01%
5,575
+749
1067
$274K ﹤0.01%
14,660
-1,799
1068
$273K ﹤0.01%
9,842
-14,804
1069
$273K ﹤0.01%
18,194
-2,463
1070
$273K ﹤0.01%
21,600
1071
$272K ﹤0.01%
12,286
-248
1072
$272K ﹤0.01%
5,408
-600
1073
$272K ﹤0.01%
+13,316
1074
$272K ﹤0.01%
5,194
-6,441
1075
$271K ﹤0.01%
16,928
+157
41 42
43
44 45