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
451
$9.1M 0.02%
21,924
-1,265
452
$9.06M 0.02%
294,054
+154,739
453
$9M 0.02%
165,323
+5,413
454
$8.94M 0.02%
69,578
+2,606
455
$8.92M 0.02%
87,861
-19,577
456
$8.9M 0.02%
56,502
-2,825
457
$8.79M 0.02%
27,876
+487
458
$8.76M 0.02%
231,437
+53,318
459
$8.75M 0.02%
33,182
-27,234
460
$8.75M 0.02%
287,452
+59,258
461
$8.7M 0.02%
560,833
-590,011
462
$8.65M 0.02%
387,913
+6,255
463
$8.57M 0.02%
76,981
-11,429
464
$8.52M 0.02%
56,995
+2,238
465
$8.52M 0.02%
177,179
+473
466
$8.5M 0.02%
209,462
+8,454
467
$8.49M 0.02%
120,231
-27,652
468
$8.45M 0.02%
156,410
+290
469
$8.44M 0.02%
104,116
-37,706
470
$8.41M 0.02%
40,601
-6,541
471
$8.37M 0.02%
84,448
+2,324
472
$8.36M 0.02%
168,816
+8,882
473
$8.31M 0.02%
157,723
+1,454
474
$8.29M 0.02%
30,996
-2,134
475
$8.29M 0.02%
109,735
-12,794
17 18
19
20 21