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
1151
$162K ﹤0.01%
16,994
-3,200
1152
$160K ﹤0.01%
11,807
-4,904
1153
$159K ﹤0.01%
12,890
-131
1154
$156K ﹤0.01%
21,730
-91,591
1155
$153K ﹤0.01%
11,366
-10,000
1156
$153K ﹤0.01%
12,000
1157
$152K ﹤0.01%
22,000
1158
$150K ﹤0.01%
10,139
1159
$149K ﹤0.01%
10,000
-600
1160
$144K ﹤0.01%
12,447
1161
$144K ﹤0.01%
17,262
-907
1162
$142K ﹤0.01%
16,853
+2,630
1163
$138K ﹤0.01%
23,274
1164
$134K ﹤0.01%
27,600
-33,500
1165
$130K ﹤0.01%
+10,000
1166
$129K ﹤0.01%
3,323
-1,297
1167
$125K ﹤0.01%
+11,819
1168
$125K ﹤0.01%
12,073
1169
$122K ﹤0.01%
+11,900
1170
$122K ﹤0.01%
5,572
+762
1171
$114K ﹤0.01%
11,700
-200
1172
$104K ﹤0.01%
14,516
-2
1173
$99K ﹤0.01%
19,920
+2,400
1174
$95K ﹤0.01%
4,124
-2,657
1175
$93K ﹤0.01%
+12,000
45 46
47
48 49