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
1101
$309K ﹤0.01%
5,406
+52
1102
$309K ﹤0.01%
6,041
1103
$308K ﹤0.01%
6,092
-188
1104
$306K ﹤0.01%
15,000
1105
$305K ﹤0.01%
25,084
+262
1106
$304K ﹤0.01%
2,253
-147
1107
$303K ﹤0.01%
3,876
+150
1108
$301K ﹤0.01%
8,094
+81
1109
$294K ﹤0.01%
15,000
1110
$293K ﹤0.01%
8,481
-34,746
1111
$292K ﹤0.01%
3,930
+835
1112
$286K ﹤0.01%
1,918
1113
$283K ﹤0.01%
20,354
-1,500
1114
$282K ﹤0.01%
31,013
-38
1115
$280K ﹤0.01%
102,512
1116
$279K ﹤0.01%
5,758
-2,840
1117
$279K ﹤0.01%
5,191
+418
1118
$278K ﹤0.01%
22,139
-16,252
1119
$278K ﹤0.01%
45,400
+987
1120
$278K ﹤0.01%
2,972
-18
1121
$278K ﹤0.01%
4,221
-140
1122
$276K ﹤0.01%
+16,812
1123
$274K ﹤0.01%
16,245
-11,800
1124
$271K ﹤0.01%
13,034
1125
$268K ﹤0.01%
+2,204
43 44
45
46 47