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
1176
$89K ﹤0.01%
10,000
1177
$88K ﹤0.01%
10,547
-6
1178
$77K ﹤0.01%
251
+1
1179
$77K ﹤0.01%
14,286
1180
$76K ﹤0.01%
4,313
-348
1181
$68K ﹤0.01%
2,835
-768
1182
$66K ﹤0.01%
+10,023
1183
$65K ﹤0.01%
20,598
1184
$63K ﹤0.01%
13,082
+1,500
1185
$52K ﹤0.01%
10,535
1186
$51K ﹤0.01%
10,000
1187
$36K ﹤0.01%
42,607
1188
$25K ﹤0.01%
+14,293
1189
$16K ﹤0.01%
5,000
1190
– –
-21,950
1191
– –
-34,801
1192
– –
-5,175
1193
– –
-7,776
1194
– –
-4,719
1195
– –
-11,246
1196
– –
-3,437
1197
– –
-8,515
1198
– –
-3,290
1199
– –
-21,297
1200
– –
-2,237
46 47
48
49 50