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
$38B
AUM Growth
+$4.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,805
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$141M
3
+$123M
4
PGR icon
Progressive
PGR
+$116M
5
MSFT icon
Microsoft
MSFT
+$112M

Top Sells

1
+$176M
2
+$84.5M
3
+$71M
4
MRK icon
Merck
MRK
+$63.2M
5
STZ icon
Constellation Brands
STZ
+$55.4M

Sector Composition

1 Technology 16.58%
2 Financials 12.95%
3 Healthcare 11.1%
4 Industrials 10.02%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32.7M 0.09%
322,679
+12,728
227
$32.6M 0.09%
83,968
+9,459
228
$32.3M 0.09%
1,010,588
-156,998
229
$32.3M 0.09%
305,850
-39,761
230
$32.2M 0.08%
74,538
+1,540
231
$32M 0.08%
350,966
-260
232
$31.6M 0.08%
280,737
+278,637
233
$31.4M 0.08%
349,161
+4,706
234
$31.4M 0.08%
67
-1
235
$31.4M 0.08%
412,304
+46,554
236
$31.3M 0.08%
547,261
-37,630
237
$30.8M 0.08%
149,924
-17,998
238
$30.7M 0.08%
407,956
-164,455
239
$30.2M 0.08%
118,805
+34,147
240
$29.5M 0.08%
1,321,569
+8,250
241
$29.5M 0.08%
419,414
-5,893
242
$29.5M 0.08%
624,155
+63,765
243
$29.3M 0.08%
222,392
+5,283
244
$28.7M 0.08%
129,974
-147,665
245
$28.6M 0.08%
481,979
-117,705
246
$28.6M 0.08%
115,412
+6,788
247
$28.5M 0.08%
1,549,029
-493,282
248
$28.5M 0.08%
214,813
-17,402
249
$28.4M 0.07%
186,194
+5,270
250
$27.9M 0.07%
337,895
+15,719
8 9
10
11 12