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
326
$17.4M 0.04%
377,686
+44,683
327
$17.4M 0.04%
633,738
+73,966
328
$17.4M 0.04%
129,167
+1,362
329
$17.1M 0.04%
139,299
+1,209
330
$16.8M 0.04%
196,944
-20,483
331
$16.8M 0.04%
557,625
-13,005
332
$16.7M 0.04%
506,255
+133,730
333
$16.6M 0.04%
189,608
+14,110
334
$16.6M 0.04%
344,767
+120,322
335
$16.4M 0.04%
88,007
-6,500
336
$16.3M 0.04%
148,484
+4,913
337
$16.1M 0.04%
564,838
+51,260
338
$16.1M 0.04%
212,182
-11,813
339
$16.1M 0.04%
221,347
+18,916
340
$16.1M 0.04%
534,502
-41,431
341
$15.8M 0.04%
54,006
+4,739
342
$15.8M 0.04%
337,252
+1,680
343
$15.6M 0.04%
239,295
+39,510
344
$15.6M 0.04%
215,978
-19,860
345
$15.6M 0.04%
90,822
+1,831
346
$15.5M 0.04%
73,978
+1,829
347
$15.4M 0.04%
48,847
-11,360
348
$15.4M 0.04%
80,185
-330
349
$15M 0.04%
181,791
-29,977
350
$15M 0.04%
71,431
-83,707
12 13
14
15 16