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
126
$33.5M 0.25%
305,882
+8,063
127
$32.5M 0.25%
1,281,900
+347,927
128
$32.4M 0.24%
862,651
-7,865
129
$31.3M 0.24%
235,470
-5,983
130
$30.8M 0.23%
68,975
+18,033
131
$30.1M 0.23%
315,126
+55,076
132
$29.9M 0.23%
330,017
-30,226
133
$29.6M 0.22%
299,317
+26,071
134
$29.4M 0.22%
89,978
+3,492
135
$29.3M 0.22%
245,610
+202,116
136
$29M 0.22%
261,715
-7,443
137
$28.9M 0.22%
481,300
-1,755
138
$27.8M 0.21%
1,224,615
-43,065
139
$27.1M 0.2%
308,227
-9,418
140
$27M 0.2%
443,089
+243,268
141
$27M 0.2%
184,316
-9,655
142
$26.8M 0.2%
417,715
+35,460
143
$26.3M 0.2%
177,643
-647
144
$26.3M 0.2%
506,285
+349,400
145
$26.3M 0.2%
239,975
-7,260
146
$25.6M 0.19%
187,186
-11,462
147
$25.6M 0.19%
980,988
+55,554
148
$25M 0.19%
177,163
+2,530
149
$24.8M 0.19%
140,453
-4,220
150
$24.5M 0.19%
381,919
+8,743
4 5
6
7 8