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
476
$8.1M 0.02%
+155,632
477
$8.07M 0.02%
72,134
+7,570
478
$8.01M 0.02%
28,653
+4,894
479
$8.01M 0.02%
366,006
+102,642
480
$7.99M 0.02%
156,269
+112,237
481
$7.95M 0.02%
161,547
-932
482
$7.93M 0.02%
156,120
-8,100
483
$7.88M 0.02%
50,407
-2,573
484
$7.88M 0.02%
159,934
-1,995
485
$7.87M 0.02%
82,124
+1,705
486
$7.84M 0.02%
224,374
-2,173
487
$7.81M 0.02%
116,729
+7,447
488
$7.76M 0.02%
166,169
-11,225
489
$7.74M 0.02%
38,570
-1,592
490
$7.65M 0.02%
517,818
+195,371
491
$7.65M 0.02%
57,598
+4,329
492
$7.58M 0.02%
309,462
-129,059
493
$7.54M 0.02%
153,563
-32,312
494
$7.51M 0.02%
+312,267
495
$7.5M 0.02%
222,917
-43,435
496
$7.4M 0.02%
76,277
+10,769
497
$7.34M 0.02%
657,014
-294,429
498
$7.34M 0.02%
180,263
-328
499
$7.31M 0.02%
73,475
+12,628
500
$7.29M 0.02%
128,070
+60,927
18 19
20
21 22