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
126
$27.9M 0.24%
844,460
-51,060
127
$27.6M 0.24%
452,753
+78,170
128
$27M 0.23%
648,080
-71,087
129
$26.9M 0.23%
449,358
+28,922
130
$26.9M 0.23%
496,753
-232,814
131
$26.9M 0.23%
240,907
+142,058
132
$26.7M 0.23%
222,393
+76,621
133
$26.5M 0.23%
217,673
-3,864
134
$26.2M 0.23%
687,388
+229,959
135
$25.9M 0.22%
298,434
+5,064
136
$25.9M 0.22%
234,375
-206,826
137
$25.8M 0.22%
751,565
-44,200
138
$25.3M 0.22%
762,975
+228,196
139
$24.8M 0.22%
1,740,405
-14,670
140
$24.3M 0.21%
+233,137
141
$24.2M 0.21%
1,049,916
-55,701
142
$23.9M 0.21%
384,862
-4,871
143
$23.8M 0.21%
288,027
+11,631
144
$23.8M 0.21%
149,959
-655
145
$23.6M 0.2%
329,223
-52,742
146
$23.3M 0.2%
457,702
+33,718
147
$23.2M 0.2%
558,598
-6,261
148
$22.9M 0.2%
2,395,776
-105,976
149
$22.6M 0.2%
591,883
+84,818
150
$22.3M 0.19%
283,130
+39,709
4 5
6
7 8