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
$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
1
$312M 2.35%
2,629,628
+3,846
2
$288M 2.17%
7,481,960
-206,512
3
$263M 1.98%
6,051,017
+165,905
4
$243M 1.83%
1,939,410
+40,626
5
$207M 1.56%
2,782,799
+3,746
6
$186M 1.4%
1,427,387
+25,026
7
$185M 1.39%
3,746,452
+155,228
8
$155M 1.17%
1,745,711
-183,767
9
$155M 1.17%
843,099
+4,374
10
$145M 1.09%
1,298,382
+23,270
11
$136M 1.03%
1,160,052
-30,197
12
$128M 0.97%
509,643
+18,360
13
$114M 0.86%
2,313,158
+411,907
14
$112M 0.85%
3,787,344
+187,066
15
$110M 0.83%
947,496
-225,023
16
$108M 0.82%
2,236,103
+163,750
17
$108M 0.81%
1,128,797
+38,110
18
$105M 0.79%
3,130,582
+116,832
19
$99.4M 0.75%
1,212,052
-33,000
20
$98.5M 0.74%
1,785,356
-124,978
21
$88.7M 0.67%
598,814
+64,046
22
$84.3M 0.64%
926,358
+16,427
23
$82.2M 0.62%
929,522
+589
24
$78.8M 0.59%
748,953
+11,778
25
$78.6M 0.59%
787,207
-17,477
1
2 3 4 5