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
501
$7.29M 0.02%
163,430
+8,140
502
$7.25M 0.02%
198,413
+421
503
$7.16M 0.02%
142,453
-10,899
504
$7.13M 0.02%
98,576
-304
505
$7.11M 0.02%
76,649
-27,702
506
$7.08M 0.02%
66,972
+798
507
$7.07M 0.02%
54,757
-82,967
508
$7.03M 0.02%
185,037
-822
509
$7.03M 0.02%
82,043
+609
510
$6.93M 0.02%
228,194
+9,296
511
$6.93M 0.02%
318,787
+89,442
512
$6.91M 0.02%
890,068
-6,957
513
$6.88M 0.02%
112,085
+7,196
514
$6.81M 0.02%
246,648
+22,701
515
$6.79M 0.02%
51,321
+1,107
516
$6.79M 0.02%
132,085
-147,221
517
$6.73M 0.02%
79,455
-7,535
518
$6.69M 0.02%
85,329
-4,491
519
$6.65M 0.02%
111,267
+1,092
520
$6.64M 0.02%
12,942
+1,396
521
$6.62M 0.02%
72,940
-16,278
522
$6.55M 0.02%
85,263
+8,154
523
$6.55M 0.02%
152,220
-4,743
524
$6.54M 0.02%
109,377
-5,949
525
$6.51M 0.02%
45,991
-50,890
19 20
21
22 23