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
1051
$385K ﹤0.01%
18,781
+1,593
1052
$384K ﹤0.01%
10,109
-299
1053
$383K ﹤0.01%
22,232
-3,099
1054
$378K ﹤0.01%
43,940
+1,400
1055
$377K ﹤0.01%
11,565
-10,675
1056
$374K ﹤0.01%
+2,218
1057
$371K ﹤0.01%
20,375
-2,165
1058
$370K ﹤0.01%
23,446
1059
$369K ﹤0.01%
8,198
-253
1060
$367K ﹤0.01%
8,047
+122
1061
$366K ﹤0.01%
27,100
1062
$362K ﹤0.01%
3,525
-335
1063
$361K ﹤0.01%
24,560
-8,059
1064
$357K ﹤0.01%
1,441
+174
1065
$357K ﹤0.01%
17,694
+134
1066
$357K ﹤0.01%
6,565
-11,251
1067
$356K ﹤0.01%
26,001
+1
1068
$355K ﹤0.01%
3,299
+1
1069
$352K ﹤0.01%
6,438
-449
1070
$350K ﹤0.01%
+12,394
1071
$349K ﹤0.01%
2,838
+2
1072
$346K ﹤0.01%
2,628
+143
1073
$344K ﹤0.01%
21,375
-999
1074
$344K ﹤0.01%
2,877
+929
1075
$343K ﹤0.01%
25,430
-6,123
41 42
43
44 45