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
1126
$267K ﹤0.01%
9,379
+254
1127
$266K ﹤0.01%
4,357
-25
1128
$263K ﹤0.01%
+11,779
1129
$262K ﹤0.01%
22,505
+7,024
1130
$255K ﹤0.01%
+18,666
1131
$254K ﹤0.01%
8,162
+155
1132
$252K ﹤0.01%
1,648
-44
1133
$251K ﹤0.01%
3,475
+3
1134
$251K ﹤0.01%
+4,552
1135
$250K ﹤0.01%
12,111
-3,540
1136
$249K ﹤0.01%
10,787
-157
1137
$248K ﹤0.01%
4,541
+287
1138
$247K ﹤0.01%
7,165
+624
1139
$243K ﹤0.01%
15,775
-1,259
1140
$242K ﹤0.01%
1,000
1141
$241K ﹤0.01%
3,925
+4
1142
$241K ﹤0.01%
+3,972
1143
$241K ﹤0.01%
3,737
+170
1144
$241K ﹤0.01%
7,684
-12,288
1145
$241K ﹤0.01%
4,188
1146
$239K ﹤0.01%
12,691
-4,806
1147
$239K ﹤0.01%
2,500
1148
$234K ﹤0.01%
4,839
-199
1149
$234K ﹤0.01%
3,172
-13
1150
$232K ﹤0.01%
5,036
-142
44 45
46
47 48