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
201
$15.4M 0.12%
184,026
+4,635
202
$15.4M 0.12%
292,592
-18,720
203
$15.2M 0.11%
112,737
-2,556
204
$14.8M 0.11%
692,980
-30,673
205
$14.7M 0.11%
365,629
-48,317
206
$14.7M 0.11%
192,608
-4,710
207
$14.7M 0.11%
261,563
+256,956
208
$14.7M 0.11%
633,127
-17,932
209
$14.6M 0.11%
186,107
+7,327
210
$14.6M 0.11%
53
+1
211
$14.5M 0.11%
130,497
-26,988
212
$14.4M 0.11%
357,160
+1,463
213
$14.4M 0.11%
288,431
-58,023
214
$14.3M 0.11%
279,953
-88,971
215
$14.2M 0.11%
202,317
-1,580
216
$14.1M 0.11%
45,546
+413
217
$14.1M 0.11%
166,757
+2,022
218
$13.9M 0.11%
148,963
-868
219
$13.9M 0.11%
174,515
+33,696
220
$13.9M 0.1%
323,431
+55,892
221
$13.9M 0.1%
186,858
-3,786
222
$13.6M 0.1%
114,225
+1,702
223
$13.5M 0.1%
+177,399
224
$13.5M 0.1%
2,188,300
-898,900
225
$13.2M 0.1%
+455,860
7 8
9
10 11