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
151
$22.3M 0.19%
461,560
+26,167
152
$21.8M 0.19%
742,224
-376,194
153
$21.7M 0.19%
148,280
+13,840
154
$21.1M 0.18%
329,676
-13,555
155
$20.8M 0.18%
185,351
+63,484
156
$20.6M 0.18%
429,657
-59,222
157
$20.5M 0.18%
2,721,950
-151,650
158
$20.5M 0.18%
158,985
+11,069
159
$20.5M 0.18%
712,195
+57,239
160
$20.3M 0.18%
218,748
+37,785
161
$19.5M 0.17%
880,955
+12,861
162
$19.4M 0.17%
1,620,821
+1,498,590
163
$19.1M 0.17%
162,876
+12,561
164
$19M 0.17%
1,061,418
-21,064
165
$18.9M 0.16%
165,978
-3,136
166
$18.1M 0.16%
206,114
-52,159
167
$18.1M 0.16%
336,946
+104,403
168
$17.3M 0.15%
141,639
+2,962
169
$17.1M 0.15%
161,401
-2,294
170
$16.9M 0.15%
322,488
-9,904
171
$16.5M 0.14%
144,009
-2,716
172
$16.3M 0.14%
139,339
-3,424
173
$16.3M 0.14%
42,775
+4,974
174
$16M 0.14%
686,297
-47,626
175
$15.9M 0.14%
224,809
+221,379
5 6
7
8 9