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
426
$10.3M 0.03%
91,793
-1,086
427
$10.3M 0.03%
193,164
-6,368
428
$10.3M 0.03%
712,171
-526,578
429
$10.3M 0.03%
172,619
-4,681
430
$10.3M 0.03%
31,007
+6,464
431
$10.2M 0.03%
201,008
-64,842
432
$10.2M 0.03%
125,474
+3,162
433
$10.1M 0.03%
311,998
-89,064
434
$10M 0.03%
130,998
+73,599
435
$10M 0.03%
29,221
+3,446
436
$10M 0.03%
180,299
-2,427
437
$10M 0.03%
541,643
-4,317
438
$9.98M 0.03%
199,454
-22,759
439
$9.91M 0.03%
54,728
+626
440
$9.9M 0.03%
150,547
+35,571
441
$9.85M 0.03%
324,206
+23,457
442
$9.78M 0.03%
256,770
+24,348
443
$9.74M 0.03%
107,438
-4,163
444
$9.71M 0.03%
196,100
-13,275
445
$9.67M 0.03%
+198,893
446
$9.43M 0.02%
58,399
-10,344
447
$9.38M 0.02%
201,599
+56,295
448
$9.36M 0.02%
91,377
-3,344
449
$9.32M 0.02%
68,820
+1,273
450
$9.31M 0.02%
235,111
+64,387
16 17
18
19 20