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
426
$10.1M 0.02%
102,606
-50,727
427
$10.1M 0.02%
124,881
-28,415
428
$10.1M 0.02%
35,195
-8,135
429
$10M 0.02%
559,150
+85,531
430
$10M 0.02%
503,657
-99,703
431
$10M 0.02%
30,409
-6,793
432
$10M 0.02%
277,579
-51,734
433
$10M 0.02%
193,650
+158,767
434
$9.9M 0.02%
55,322
+594
435
$9.87M 0.02%
330,564
-212,081
436
$9.82M 0.02%
58,457
+58
437
$9.82M 0.02%
890,722
+134,827
438
$9.81M 0.02%
162,639
-7,858
439
$9.73M 0.02%
40,784
-2,274
440
$9.67M 0.02%
31,244
+2,023
441
$9.67M 0.02%
210,113
-1,047,318
442
$9.56M 0.02%
583,078
-40,891
443
$9.5M 0.02%
108,290
+409
444
$9.46M 0.02%
234,597
-59,608
445
$9.41M 0.02%
187,171
-12,283
446
$9.39M 0.02%
399,076
-32,912
447
$9.35M 0.02%
110,816
-14,658
448
$9.35M 0.02%
168,248
+52
449
$9.16M 0.02%
170,654
-9,645
450
$9.12M 0.02%
78,852
-1,088
16 17
18
19 20