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
351
$14.9M 0.04%
72,899
-2,094
352
$14.9M 0.04%
175,498
-49,935
353
$14.9M 0.04%
480,901
+14,132
354
$14.9M 0.04%
127,805
+3,690
355
$14.9M 0.04%
241,704
+61,293
356
$14.6M 0.04%
513,578
+81,894
357
$14.6M 0.04%
202,431
-13,160
358
$14.6M 0.04%
142,603
-69,042
359
$14.5M 0.04%
60,416
-5,187
360
$14.3M 0.04%
102,999
+3,652
361
$14.3M 0.04%
150,401
+2,764
362
$14.2M 0.04%
80,515
-2,517
363
$14.2M 0.04%
284,494
-264,055
364
$14M 0.04%
42,400
+334
365
$14M 0.04%
310,911
-13,641
366
$13.9M 0.04%
122,207
-11,536
367
$13.4M 0.04%
138,090
+1,794
368
$13.4M 0.04%
48,106
-683
369
$13.4M 0.04%
156,887
+7,340
370
$13.3M 0.04%
357,148
-9,172
371
$13.3M 0.04%
213,984
-20,549
372
$13.2M 0.03%
128,712
+7,306
373
$13.1M 0.03%
148,792
+110,717
374
$13M 0.03%
157,059
+7,927
375
$12.9M 0.03%
1,111,044
-361,289
13 14
15
16 17