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
26
$282M 0.74%
1,572,270
+28,535
27
$276M 0.73%
604,815
-77,198
28
$275M 0.72%
2,476,801
-569,981
29
$273M 0.72%
4,421,211
+966,619
30
$257M 0.68%
1,420,833
+107,455
31
$254M 0.67%
1,678,848
+5,539
32
$233M 0.61%
2,851,104
+820,275
33
$229M 0.6%
595,932
+21,917
34
$226M 0.59%
6,810,673
+1,082,957
35
$221M 0.58%
2,009,048
+201
36
$219M 0.58%
1,055,893
-238,320
37
$218M 0.57%
5,584,497
+943,093
38
$211M 0.56%
551,092
+9,073
39
$202M 0.53%
1,943,349
+461,031
40
$197M 0.52%
1,401,612
-281,821
41
$197M 0.52%
3,399,135
+1,620,838
42
$192M 0.51%
3,684,794
+1,065,780
43
$187M 0.49%
2,410,347
+1,056,495
44
$178M 0.47%
1,018,460
+7,530
45
$178M 0.47%
334,801
+21,995
46
$177M 0.47%
509,155
-179
47
$170M 0.45%
2,285,586
-197,871
48
$166M 0.44%
1,981,873
-483,711
49
$160M 0.42%
1,814,014
-395,173
50
$153M 0.4%
524,354
+486,163
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