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
276
$23.4M 0.06%
328,214
+16,498
277
$23.3M 0.06%
332,879
-115,673
278
$23.3M 0.06%
286,477
+24,739
279
$23M 0.06%
138,919
+4,575
280
$22.8M 0.06%
94,209
-12,577
281
$22.7M 0.06%
103,200
-376
282
$22.5M 0.06%
817,397
+6,377
283
$22.5M 0.06%
693,387
+61,617
284
$22.3M 0.06%
204,590
+42,469
285
$22.1M 0.06%
124,162
+2,295
286
$21.7M 0.06%
158,691
+5,771
287
$21.6M 0.06%
251,807
-46,009
288
$21.5M 0.06%
220,902
+781
289
$21M 0.06%
442,984
+12,110
290
$20.9M 0.06%
551,181
-71,207
291
$20.7M 0.05%
160,582
+140,368
292
$20.6M 0.05%
152,377
+24,258
293
$20.6M 0.05%
295,064
+8,472
294
$20.5M 0.05%
151,112
+18,438
295
$20.5M 0.05%
231,750
-383
296
$20.4M 0.05%
306,127
-30,842
297
$20.4M 0.05%
95,029
-14,062
298
$20.3M 0.05%
1,132,387
+121,607
299
$20.3M 0.05%
127,577
+17,466
300
$20.2M 0.05%
157,506
-5,210
10 11
12
13 14