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
401
$11.5M 0.03%
49,850
-583
402
$11.5M 0.03%
603,360
+10,889
403
$11.5M 0.03%
350,382
+46,873
404
$11.5M 0.03%
153,296
-8,992
405
$11.4M 0.03%
543,525
+523,449
406
$11.4M 0.03%
329,313
+35,097
407
$11.4M 0.03%
58,558
-3,555
408
$11.2M 0.03%
623,969
-110,707
409
$11.2M 0.03%
43,330
-6,686
410
$11.1M 0.03%
127,247
-11,425
411
$11.1M 0.03%
132,722
+28,277
412
$11.1M 0.03%
194,242
-13,908
413
$11M 0.03%
308,480
+187,160
414
$10.9M 0.03%
160,306
+356
415
$10.9M 0.03%
33,130
-2,823
416
$10.9M 0.03%
47,142
-1,099
417
$10.8M 0.03%
84,084
+26,015
418
$10.7M 0.03%
43,058
-3,103
419
$10.6M 0.03%
88,410
-300,854
420
$10.6M 0.03%
141,822
+15,389
421
$10.6M 0.03%
760,700
+660,168
422
$10.5M 0.03%
581,948
+139,902
423
$10.5M 0.03%
154,860
-59,259
424
$10.5M 0.03%
147,883
-24,562
425
$10.4M 0.03%
206,280
-24,297
15 16
17
18 19