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
1201
– –
-52,492
1202
– –
-70,673
1203
– –
-16,484
1204
– –
-21,950
1205
– –
-34,801
1206
– –
-5,175
1207
– –
-7,776
1208
– –
-4,719
1209
– –
-11,246
1210
– –
-51,515
1211
– –
-6,167
1212
– –
-35,384
1213
– –
-12,423
1214
– –
-155,388
1215
– –
-10,268
1216
– –
-11,540
1217
– –
-18,876
1218
– –
-41,866
1219
– –
-26,838
1220
– –
-185,361
1221
– –
-16,989
1222
– –
-34,849
1223
– –
-21,496
1224
– –
-3,437
1225
– –
-116,960
47 48
49
50 51