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
276
$23.9M 0.06%
286,781
-4,004
277
$23.4M 0.06%
311,844
+6,305
278
$23.4M 0.06%
338,582
-208,679
279
$23.3M 0.06%
206,663
+2,073
280
$22.9M 0.06%
116,671
-144,772
281
$22.9M 0.06%
106,206
+3,006
282
$22.8M 0.06%
150,854
+9,202
283
$22.6M 0.06%
324,773
-3,441
284
$22.6M 0.06%
272,249
+20,442
285
$22.6M 0.06%
154,693
-3,998
286
$22.4M 0.06%
46,227
+14,692
287
$22.3M 0.06%
218,164
+3,165
288
$22.3M 0.06%
346,833
-474,144
289
$22.1M 0.05%
188,904
+60,023
290
$22.1M 0.05%
495,888
-52,017
291
$22.1M 0.05%
331,816
+81,283
292
$21.9M 0.05%
556,024
+4,843
293
$21.6M 0.05%
963,182
+52,433
294
$21.3M 0.05%
242,607
+7,204
295
$21M 0.05%
650,093
+108,649
296
$20.7M 0.05%
91,418
-3,611
297
$20.7M 0.05%
238,705
+83,073
298
$20.6M 0.05%
1,293,453
-236,966
299
$20.6M 0.05%
153,926
+1,549
300
$20.3M 0.05%
183,935
+13,532
10 11
12
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