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
251
$28.7M 0.07%
611,183
+65,316
252
$28.7M 0.07%
120,110
+25,901
253
$28.5M 0.07%
634,712
+13,630
254
$28.5M 0.07%
280,812
+15,429
255
$28.4M 0.07%
345,244
+58,767
256
$28.3M 0.07%
165,296
+4,714
257
$28.1M 0.07%
569,171
+30,427
258
$27.9M 0.07%
113,317
+6,785
259
$27.7M 0.07%
257,048
-48,802
260
$27.4M 0.07%
59,778
-612
261
$27.1M 0.07%
326,178
-11,717
262
$26.9M 0.07%
183,581
-2,613
263
$26.7M 0.07%
192,214
-38,038
264
$26.3M 0.06%
212,207
+13,142
265
$26M 0.06%
71,386
-10,989
266
$25.8M 0.06%
31,426
-4,064
267
$25.8M 0.06%
370,152
+64,025
268
$25.7M 0.06%
1,162,657
+9,849
269
$25.5M 0.06%
480,380
+21,170
270
$25.4M 0.06%
778,570
+85,183
271
$24.5M 0.06%
1,297,646
+165,259
272
$24.5M 0.06%
189,926
-11,077
273
$24.1M 0.06%
271,076
-132,771
274
$24M 0.06%
104,997
-10,415
275
$23.9M 0.06%
132,097
+7,935
9 10
11
12 13