Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $57B
1-Year Est. Return 20.87%
This Quarter Est. Return
1 Year Est. Return
+20.87%
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
FI icon
Fiserv
FI
+$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
1
$303M 2.63%
2,700,576
+115,733
2
$239M 2.07%
8,247,244
+150,004
3
$200M 1.73%
1,318,899
+39,446
4
$191M 1.65%
5,213,893
+475,631
5
$187M 1.62%
1,781,472
+65,025
6
$178M 1.54%
2,859,638
+35,057
7
$174M 1.51%
777,929
+44,572
8
$157M 1.36%
1,361,334
+17,566
9
$150M 1.31%
3,365,592
+546,876
10
$143M 1.25%
2,291,438
+283,099
11
$133M 1.15%
1,266,607
+56,459
12
$126M 1.09%
1,070,134
+32,631
13
$124M 1.08%
760,944
-139,203
14
$107M 0.93%
1,184,026
-343
15
$106M 0.92%
1,257,262
-45,676
16
$106M 0.92%
2,055,623
-4,132
17
$105M 0.91%
1,899,673
-2,809
18
$103M 0.89%
3,206,928
+53,426
19
$96.5M 0.84%
1,118,136
-48,163
20
$88.7M 0.77%
657,960
+171,186
21
$86M 0.75%
1,318,715
+14,611
22
$79.5M 0.69%
762,630
+25,423
23
$76.2M 0.66%
819,018
+83,435
24
$75.1M 0.65%
1,953,985
-11,983
25
$73.4M 0.64%
1,101,062
-42,403
1
2 3 4 5