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
326
$16.8M 0.04%
198,929
-87,277
327
$16.7M 0.04%
88,991
-539
328
$16.5M 0.04%
575,933
-4,639
329
$16.5M 0.04%
94,507
+5,030
330
$16.2M 0.04%
31,535
+5,762
331
$16M 0.04%
223,995
-17,236
332
$15.8M 0.04%
211,768
+37,844
333
$15.8M 0.04%
653,850
+176,490
334
$15.7M 0.04%
238,882
+54,206
335
$15.5M 0.04%
128,881
+19,631
336
$15.5M 0.04%
541,444
+56,414
337
$15.5M 0.04%
203,557
+19,634
338
$15.4M 0.04%
153,333
-98,818
339
$15.4M 0.04%
183,745
-10,096
340
$15.3M 0.04%
72,149
+5,968
341
$15.2M 0.04%
559,772
+80,009
342
$15.2M 0.04%
95,820
+16,586
343
$15.2M 0.04%
335,572
-130,952
344
$15.2M 0.04%
54,741
-12,784
345
$15.1M 0.04%
143,571
-19,071
346
$15M 0.04%
212,701
+10,543
347
$15M 0.04%
208,438
-7,208
348
$15M 0.04%
76,236
+6,318
349
$15M 0.04%
1,062,393
+32,499
350
$15M 0.04%
333,003
+68,391
12 13
14
15 16