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
1151
$232K ﹤0.01%
+9,459
1152
$231K ﹤0.01%
3,328
-27,046
1153
$230K ﹤0.01%
1,749
+23
1154
$229K ﹤0.01%
5,727
-1,388
1155
$227K ﹤0.01%
33,143
-944
1156
$226K ﹤0.01%
59,207
+1,004
1157
$226K ﹤0.01%
4,016
-239
1158
$225K ﹤0.01%
10,087
1159
$224K ﹤0.01%
9,856
1160
$224K ﹤0.01%
3,886
-799
1161
$223K ﹤0.01%
+11,778
1162
$220K ﹤0.01%
2,026
+36
1163
$219K ﹤0.01%
6,195
1164
$219K ﹤0.01%
5,829
+474
1165
$219K ﹤0.01%
+3,598
1166
$217K ﹤0.01%
15,135
+135
1167
$217K ﹤0.01%
3,858
-938
1168
$217K ﹤0.01%
+5,532
1169
$217K ﹤0.01%
4,155
-536
1170
$216K ﹤0.01%
1,861
-66
1171
$215K ﹤0.01%
591
-81
1172
$214K ﹤0.01%
+8,275
1173
$212K ﹤0.01%
10,871
+1
1174
$211K ﹤0.01%
1,913
-1,275
1175
$208K ﹤0.01%
+4,470