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
376
$12.9M 0.03%
37,202
+10,212
377
$12.8M 0.03%
435,720
+11,480
378
$12.8M 0.03%
100,142
-2,649
379
$12.8M 0.03%
171,028
+14,446
380
$12.7M 0.03%
351,633
-18,236
381
$12.7M 0.03%
103,307
-1,662
382
$12.7M 0.03%
326,446
+120,635
383
$12.7M 0.03%
49,267
-849
384
$12.6M 0.03%
100,478
-165
385
$12.6M 0.03%
561,077
-62,429
386
$12.5M 0.03%
160,760
-2,092
387
$12.4M 0.03%
328,557
-23,190
388
$12.3M 0.03%
195,947
+140,297
389
$12.2M 0.03%
250,533
+12,530
390
$12.1M 0.03%
502,238
+7,780
391
$12.1M 0.03%
199,785
-23,334
392
$12.1M 0.03%
265,635
-908
393
$12.1M 0.03%
431,988
+376,987
394
$12M 0.03%
189,513
+63,909
395
$12M 0.03%
79,913
-2,185
396
$11.9M 0.03%
79,803
-17,647
397
$11.8M 0.03%
372,525
+300,295
398
$11.7M 0.03%
36,498
-10,128
399
$11.6M 0.03%
137,126
+1,718
400
$11.6M 0.03%
81,447
+10,387
14 15
16
17 18