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
$40.5B
AUM Growth
+$2.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,787
New
Increased
Reduced
Closed

Top Buys

1
+$65.2M
2
+$53.6M
3
+$45.5M
4
FERG icon
Ferguson
FERG
+$42.7M
5
DIS icon
Walt Disney
DIS
+$40.6M

Top Sells

1
+$56.9M
2
+$51.3M
3
+$48.2M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$37.6M
5
BF.B icon
Brown-Forman Class B
BF.B
+$30.5M

Sector Composition

1 Technology 18.44%
2 Financials 12.12%
3 Industrials 10.27%
4 Healthcare 10.06%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34.2M 0.08%
698,281
+74,126
227
$33.8M 0.08%
957,015
-53,573
228
$33.7M 0.08%
217,903
-4,489
229
$33.1M 0.08%
144,957
+643
230
$33M 0.08%
74,995
+457
231
$33M 0.08%
432,372
+24,416
232
$32.9M 0.08%
169,563
+39,589
233
$32.7M 0.08%
329,459
-199,638
234
$32.4M 0.08%
309,536
+738
235
$32.3M 0.08%
1,340,657
+19,088
236
$32.2M 0.08%
339,277
+75,151
237
$32.1M 0.08%
582,555
-284,506
238
$31.8M 0.08%
128,457
+9,652
239
$31.5M 0.08%
923,889
+342,303
240
$31.3M 0.08%
334,724
-16,242
241
$31.1M 0.08%
1,615,802
+66,773
242
$31.1M 0.08%
391,956
-20,348
243
$30.8M 0.08%
186,915
+4,943
244
$30.8M 0.08%
150,875
-10,314
245
$30.3M 0.07%
143,597
-6,327
246
$29.5M 0.07%
323,218
-25,943
247
$29.1M 0.07%
711,158
+42,014
248
$29M 0.07%
136,997
-23,452
249
$29M 0.07%
429,062
-246,562
250
$29M 0.07%
830,263
+12,866
8 9
10
11 12