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
1176
$207K ﹤0.01%
5,000
1177
$205K ﹤0.01%
17,698
+19
1178
$204K ﹤0.01%
+9,000
1179
$202K ﹤0.01%
7,253
+158
1180
$202K ﹤0.01%
+10,285
1181
$202K ﹤0.01%
1,256
+1
1182
$201K ﹤0.01%
+2,687
1183
$201K ﹤0.01%
11,953
-2,146
1184
$200K ﹤0.01%
14,068
1185
$195K ﹤0.01%
24,500
1186
$192K ﹤0.01%
13,181
+1,250
1187
$185K ﹤0.01%
23,551
+1
1188
$185K ﹤0.01%
+10,021
1189
$183K ﹤0.01%
112
+12
1190
$180K ﹤0.01%
25,701
-3,999
1191
$180K ﹤0.01%
2,156
1192
$173K ﹤0.01%
23,018
-1,110
1193
$169K ﹤0.01%
+39,100
1194
$165K ﹤0.01%
16,995
+1
1195
$165K ﹤0.01%
25,127
+7,884
1196
$162K ﹤0.01%
10,562
+198
1197
$162K ﹤0.01%
+10,314
1198
$160K ﹤0.01%
13,887
+3,611
1199
$160K ﹤0.01%
13,419
+1
1200
$160K ﹤0.01%
12,170
+329