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
476
$8.29M 0.02%
264,534
-2,425
477
$8.27M 0.02%
321,384
+9,117
478
$8.19M 0.02%
58,450
+852
479
$8.19M 0.02%
131,320
+1,950
480
$8.19M 0.02%
215,808
-8,566
481
$8.14M 0.02%
572,691
+54,873
482
$8.14M 0.02%
238,922
-85,284
483
$8.02M 0.02%
139,380
+11,310
484
$8.01M 0.02%
690,989
+127,368
485
$7.94M 0.02%
80,060
+3,783
486
$7.91M 0.02%
175,521
-26,078
487
$7.9M 0.02%
328,507
-44,636
488
$7.87M 0.02%
214,683
-8,234
489
$7.83M 0.02%
203,955
+6,197
490
$7.8M 0.02%
504,716
+275,710
491
$7.71M 0.02%
156,206
-7,224
492
$7.62M 0.02%
145,583
-15,964
493
$7.59M 0.02%
80,149
+3,500
494
$7.52M 0.02%
930,482
+40,414
495
$7.48M 0.02%
1,985
-242
496
$7.46M 0.02%
28,902
+249
497
$7.41M 0.02%
51,776
+455
498
$7.37M 0.02%
5,591
-69
499
$7.37M 0.02%
276,457
+115,798
500
$7.31M 0.02%
33,765
-4,805
18 19
20
21 22