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
176
$19.5M 0.15%
213,367
+6,045
177
$19.3M 0.15%
496,447
-10,705
178
$19.2M 0.15%
154,885
+8,527
179
$19.2M 0.14%
138,268
-16,239
180
$18.9M 0.14%
140,175
+2,387
181
$18.9M 0.14%
231,945
-3,698
182
$18.7M 0.14%
815,919
+467,150
183
$18.7M 0.14%
608,848
+37,445
184
$18.6M 0.14%
297,475
-4,095
185
$17.9M 0.13%
167,882
-21,528
186
$17.8M 0.13%
530,193
-14,710
187
$17.6M 0.13%
228,141
-88,788
188
$17.4M 0.13%
144,861
+8,579
189
$17.2M 0.13%
183,972
-10,672
190
$16.8M 0.13%
265,006
-18,888
191
$16.5M 0.12%
197,031
+24,021
192
$16.5M 0.12%
9,002
-393
193
$16M 0.12%
193,118
+11,156
194
$15.9M 0.12%
250,991
+13,615
195
$15.9M 0.12%
154,800
-7,398
196
$15.8M 0.12%
353,629
+17,472
197
$15.8M 0.12%
207,710
+5,897
198
$15.5M 0.12%
114,470
+385
199
$15.5M 0.12%
273,138
+268,563
200
$15.5M 0.12%
139,295
-21,244
6 7
8
9 10