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
451
$9.3M 0.02%
23,189
+1,591
452
$9.19M 0.02%
294,205
-57,620
453
$9.16M 0.02%
109,102
-2,316
454
$9.1M 0.02%
107,364
+4,837
455
$9.08M 0.02%
+404,305
456
$9.07M 0.02%
206,833
-73,328
457
$9.03M 0.02%
79,940
+2,056
458
$9.02M 0.02%
122,529
-13,844
459
$8.91M 0.02%
473,619
+222,824
460
$8.9M 0.02%
59,327
-3,316
461
$8.88M 0.02%
107,881
+26,540
462
$8.87M 0.02%
373,143
+176,387
463
$8.82M 0.02%
48,030
+8,847
464
$8.81M 0.02%
4,371
+45
465
$8.77M 0.02%
224,445
+156,249
466
$8.66M 0.02%
168,196
+5,821
467
$8.52M 0.02%
170,497
-7,932
468
$8.51M 0.02%
266,959
+6,250
469
$8.5M 0.02%
755,895
+120,615
470
$8.41M 0.02%
159,910
+776
471
$8.41M 0.02%
2,227
-224
472
$8.27M 0.02%
129,370
-50,953
473
$8.26M 0.02%
176,706
+49,835
474
$8.22M 0.02%
27,389
+327
475
$8.21M 0.02%
197,758
+60,252
17 18
19
20 21