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
351
$15M 0.04%
163,235
-8,419
352
$15M 0.04%
220,904
+24,804
353
$15M 0.04%
67,694
+51,239
354
$15M 0.04%
648,413
+104,888
355
$14.8M 0.04%
294,324
+237,443
356
$14.7M 0.04%
52,920
-1,821
357
$14.7M 0.04%
180,452
-23,105
358
$14.6M 0.04%
288,836
+4,342
359
$14.5M 0.04%
208,885
+138,621
360
$14.5M 0.04%
169,162
+38,164
361
$14.4M 0.04%
31,170
-545
362
$14.3M 0.04%
364,528
+12,895
363
$14.1M 0.03%
95,622
-7,685
364
$14.1M 0.03%
190,491
-22,210
365
$14M 0.03%
153,479
+3,078
366
$13.9M 0.03%
102,994
+18,910
367
$13.8M 0.03%
41,455
-945
368
$13.8M 0.03%
35,728
-770
369
$13.8M 0.03%
69,240
-3,659
370
$13.5M 0.03%
180,945
+9,917
371
$13.5M 0.03%
177,901
+17,141
372
$13.5M 0.03%
85,629
-10,191
373
$13.4M 0.03%
100,447
-31
374
$13.4M 0.03%
448,121
-32,780
375
$13.4M 0.03%
61,618
-18,295
13 14
15
16 17