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
301
$20.1M 0.05%
341,875
+52,289
302
$19.7M 0.05%
1,150,844
-7,200
303
$19.6M 0.05%
501,510
+95,322
304
$19.5M 0.05%
273,207
+19,435
305
$19.3M 0.05%
459,210
+92,910
306
$19.2M 0.05%
562,586
+32,050
307
$19.2M 0.05%
309,824
-1,118
308
$19.1M 0.05%
570,630
-1,202
309
$18.9M 0.05%
235,838
+4,517
310
$18.9M 0.05%
214,999
-3,979
311
$18.7M 0.05%
49,740
+2,924
312
$18.3M 0.05%
277,880
+65,298
313
$18.2M 0.05%
173,198
-4,183
314
$18.2M 0.05%
217,427
+41,837
315
$18.2M 0.05%
910,749
+891,566
316
$18.1M 0.05%
170,403
+2,137
317
$18.1M 0.05%
171,654
-15,776
318
$17.9M 0.05%
542,645
+8,419
319
$17.8M 0.05%
326,942
+57,272
320
$17.6M 0.05%
141,652
-3,789
321
$17.5M 0.05%
573,350
-131,463
322
$17.5M 0.05%
235,403
+70,641
323
$17.4M 0.05%
60,207
+4,055
324
$17.3M 0.05%
31,715
-4,400
325
$17M 0.04%
50,439
-1,621
11 12
13
14 15