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
1201
$159K ﹤0.01%
11,606
-1,577
1202
$156K ﹤0.01%
19,348
-2,387
1203
$154K ﹤0.01%
11,524
1204
$151K ﹤0.01%
10,899
+90
1205
$146K ﹤0.01%
20,242
+452
1206
$145K ﹤0.01%
10,000
1207
$143K ﹤0.01%
20,060
+2,350
1208
$137K ﹤0.01%
+12,275
1209
$136K ﹤0.01%
12,391
-56
1210
$130K ﹤0.01%
10,700
-1,200
1211
$130K ﹤0.01%
10,727
1212
$118K ﹤0.01%
11,345
-10,655
1213
$114K ﹤0.01%
53,333
1214
$110K ﹤0.01%
10,700
1215
$100K ﹤0.01%
17,829
+1,000
1216
$93K ﹤0.01%
20,220
-2,900
1217
$91K ﹤0.01%
17,126
-136
1218
$90K ﹤0.01%
14,286
1219
$81K ﹤0.01%
3,384
+429
1220
$79K ﹤0.01%
42,607
1221
$70K ﹤0.01%
3,826
-301
1222
$61K ﹤0.01%
24,596
-117
1223
$60K ﹤0.01%
66,719
+769
1224
$54K ﹤0.01%
12,000
1225
$41K ﹤0.01%
60
47 48
49
50 51