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
301
$20.3M 0.05%
282,739
+4,859
302
$20.2M 0.05%
332,847
-32
303
$20.1M 0.05%
1,388,771
-536,200
304
$20M 0.05%
51,905
+1,466
305
$19.8M 0.05%
123,706
-15,213
306
$19.7M 0.05%
124,194
-3,383
307
$19.7M 0.05%
318,421
+8,597
308
$19.5M 0.05%
356,441
+29,499
309
$19.4M 0.05%
274,760
+1,553
310
$19.4M 0.05%
156,093
+33,886
311
$19.2M 0.05%
145,369
-12,137
312
$19.2M 0.05%
197,132
-125,547
313
$19M 0.05%
174,704
+32,101
314
$19M 0.05%
315,319
-26,556
315
$18.9M 0.05%
604,570
+31,220
316
$18.7M 0.05%
211,672
-20,078
317
$18.4M 0.05%
201,928
+18,183
318
$18.3M 0.05%
172,483
-715
319
$18.1M 0.04%
140,073
-11,039
320
$18M 0.04%
205,872
-15,030
321
$17.7M 0.04%
464,651
-36,859
322
$17.7M 0.04%
551,138
-11,448
323
$17.7M 0.04%
128,979
+25,980
324
$17.5M 0.04%
77,150
+914
325
$17.4M 0.04%
48,980
-760
11 12
13
14 15