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
151
$23.9M 0.18%
991,076
-10,224
152
$23.8M 0.18%
2,319,364
-5,849
153
$23.7M 0.18%
280,213
+40,972
154
$23.2M 0.17%
283,660
+7,744
155
$22.8M 0.17%
527,415
-20,764
156
$22.8M 0.17%
403,695
+12,747
157
$22.8M 0.17%
123,388
+20,464
158
$22.8M 0.17%
266,102
-900
159
$22.5M 0.17%
144,464
-4,326
160
$22.3M 0.17%
+212,112
161
$22.3M 0.17%
495,460
-3,965
162
$21.7M 0.16%
138,585
+845
163
$21.6M 0.16%
167,782
+6,705
164
$21.3M 0.16%
631,964
+59,362
165
$21.3M 0.16%
215,851
-7,195
166
$20.9M 0.16%
143,587
+9,176
167
$20.8M 0.16%
166,676
-28
168
$20.7M 0.16%
138,760
+138,500
169
$20.5M 0.15%
119,683
+117,917
170
$20.5M 0.15%
1,708,616
+6,710
171
$20.4M 0.15%
387,534
+82,041
172
$20.4M 0.15%
173,350
+4,388
173
$20.1M 0.15%
642,288
-119,808
174
$19.9M 0.15%
518,010
-23,278
175
$19.6M 0.15%
508,829
+42,360
5 6
7
8 9