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
1076
$265K ﹤0.01%
6,041
-4
1077
$265K ﹤0.01%
4,080
-7,935
1078
$264K ﹤0.01%
+26,964
1079
$263K ﹤0.01%
+13,034
1080
$256K ﹤0.01%
+3,826
1081
$256K ﹤0.01%
19,200
+2,000
1082
$255K ﹤0.01%
12,378
-1,962
1083
$253K ﹤0.01%
2,172
1084
$252K ﹤0.01%
68,300
+3,301
1085
$251K ﹤0.01%
+5,940
1086
$250K ﹤0.01%
9,197
-16,150
1087
$248K ﹤0.01%
15,463
1088
$247K ﹤0.01%
2,878
1089
$247K ﹤0.01%
+3,000
1090
$246K ﹤0.01%
68
+1
1091
$245K ﹤0.01%
1,837
-204
1092
$245K ﹤0.01%
7,462
-3,155
1093
$245K ﹤0.01%
4,353
1094
$245K ﹤0.01%
17,659
-950
1095
$244K ﹤0.01%
3,298
+148
1096
$244K ﹤0.01%
3,739
-350
1097
$243K ﹤0.01%
36,691
-110
1098
$242K ﹤0.01%
4,233
-729
1099
$242K ﹤0.01%
3,743
+256
1100
$239K ﹤0.01%
+4,822
42 43
44
45 46