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
401
$11.3M 0.03%
225,131
+82,678
402
$11.2M 0.03%
124,572
-2,675
403
$11.2M 0.03%
321,783
-6,774
404
$11.1M 0.03%
455,114
+364,944
405
$11.1M 0.03%
744,431
+32,260
406
$11M 0.03%
630,286
+48,338
407
$11M 0.03%
600,497
+58,854
408
$11M 0.03%
193,270
+106
409
$10.9M 0.03%
315,828
-41,320
410
$10.9M 0.03%
409,701
+59,319
411
$10.9M 0.03%
266,198
+9,428
412
$10.8M 0.03%
173,546
+927
413
$10.7M 0.03%
149,524
-1,023
414
$10.5M 0.03%
210,457
+11,564
415
$10.5M 0.03%
192,655
+37,795
416
$10.4M 0.03%
181,149
-13,093
417
$10.4M 0.03%
68,277
-543
418
$10.3M 0.03%
434,199
+29,894
419
$10.3M 0.03%
813,519
-297,525
420
$10.2M 0.03%
197,280
-9,000
421
$10.2M 0.03%
137,412
-19,647
422
$10.2M 0.03%
48,349
+319
423
$10.2M 0.03%
112,314
+4,950
424
$10.2M 0.03%
50,067
-8,491
425
$10.1M 0.02%
113,433
+31,390
15 16
17
18 19