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
251
$27.6M 0.07%
1,924,971
-338,843
252
$27.6M 0.07%
265,383
+11,867
253
$27.5M 0.07%
295,789
-224,577
254
$27.5M 0.07%
669,144
+44,348
255
$27.3M 0.07%
621,082
+21,601
256
$27.2M 0.07%
891,502
-22,960
257
$26.9M 0.07%
181,972
+3,615
258
$26.7M 0.07%
60,390
-1,596
259
$26.4M 0.07%
106,532
+3,584
260
$26.4M 0.07%
82,375
+1,339
261
$26.4M 0.07%
201,003
+17,600
262
$26.2M 0.07%
67,275
+11,499
263
$25.7M 0.07%
1,530,419
-91,359
264
$25.6M 0.07%
35,490
-24
265
$25.6M 0.07%
538,744
+286,505
266
$25.4M 0.07%
1,152,808
+28,523
267
$25.2M 0.07%
545,867
+54,572
268
$25M 0.07%
547,905
-2,465
269
$25M 0.07%
581,586
+125,941
270
$25M 0.07%
144,314
+49,075
271
$24.9M 0.07%
199,065
+14,009
272
$24.8M 0.07%
264,126
+9,799
273
$24.1M 0.06%
290,785
+15,827
274
$24.1M 0.06%
305,539
+10,202
275
$23.5M 0.06%
362,098
-27,783
9 10
11
12 13