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
376
$13.4M 0.03%
207,545
-893
377
$13.4M 0.03%
264,127
+22,423
378
$13.3M 0.03%
142,460
+9,738
379
$13.3M 0.03%
326,600
+154
380
$13.2M 0.03%
130,343
+1,631
381
$13M 0.03%
272,283
-170,701
382
$12.9M 0.03%
50,818
+968
383
$12.9M 0.03%
77,646
-2,157
384
$12.8M 0.03%
204,661
+8,714
385
$12.7M 0.03%
747,260
+419,705
386
$12.6M 0.03%
142,132
+5,006
387
$12.6M 0.03%
112,399
+21,022
388
$12.4M 0.03%
361,256
-530,246
389
$12.1M 0.03%
72,888
-8,559
390
$12.1M 0.03%
485,799
-16,439
391
$12M 0.03%
62,953
+43,776
392
$11.9M 0.03%
92,059
+266
393
$11.9M 0.03%
188,205
-1,308
394
$11.9M 0.03%
1,061,528
-865
395
$11.8M 0.03%
130,785
-18,007
396
$11.7M 0.03%
529,910
-31,167
397
$11.7M 0.03%
286,652
+101,615
398
$11.7M 0.03%
163,227
+2,921
399
$11.6M 0.03%
337,140
-98,580
400
$11.4M 0.03%
4,297
-74
14 15
16
17 18