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
101
$33.3M 0.29%
324,330
+10,294
102
$33.2M 0.29%
161,878
+155,748
103
$33.1M 0.29%
445,769
-27,315
104
$32.9M 0.29%
1,090,650
-424,123
105
$32.8M 0.28%
557,189
-36,641
106
$32.8M 0.28%
459,849
-50,272
107
$32.1M 0.28%
279,290
-9,698
108
$31.8M 0.28%
802,860
+940
109
$31.7M 0.28%
377,792
+8,665
110
$31.7M 0.28%
1,053,547
+45,619
111
$31.7M 0.28%
235,733
-15,950
112
$31.3M 0.27%
708,113
-54,492
113
$31M 0.27%
260,540
-16,268
114
$30.8M 0.27%
1,113,456
-72,870
115
$30.8M 0.27%
247,312
+12,559
116
$30.7M 0.27%
414,573
-8,033
117
$30.3M 0.26%
543,916
-1,486
118
$30.1M 0.26%
745,327
-202,032
119
$29.4M 0.26%
+455,791
120
$29.2M 0.25%
270,551
-4,312
121
$29.1M 0.25%
252,189
+69,377
122
$29M 0.25%
314,967
-20,557
123
$29M 0.25%
102,196
+7,172
124
$28.8M 0.25%
498,326
+120,066
125
$28M 0.24%
422,294
+264,289
3 4
5
6 7