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
501
$7.31M 0.02%
194,664
-3,749
502
$7.3M 0.02%
64,933
+16,285
503
$7.28M 0.02%
188,240
+7,977
504
$7.27M 0.02%
206,447
-105,551
505
$7.23M 0.02%
111,232
-35
506
$7.2M 0.02%
67,684
+17,999
507
$7.14M 0.02%
+319,855
508
$7.09M 0.02%
111,749
+30,118
509
$7.05M 0.02%
115,484
+3,399
510
$7.05M 0.02%
221,996
+184,388
511
$7.02M 0.02%
87,154
+5,668
512
$6.98M 0.02%
144,198
+14,968
513
$6.97M 0.02%
207,233
+24,187
514
$6.95M 0.02%
313,425
-5,362
515
$6.95M 0.02%
182,632
+27,218
516
$6.92M 0.02%
97,195
-1,381
517
$6.84M 0.02%
84,896
-433
518
$6.8M 0.02%
295,194
-10,766
519
$6.79M 0.02%
114,144
+13,727
520
$6.74M 0.02%
196,435
-6,120
521
$6.73M 0.02%
36,641
+7,695
522
$6.59M 0.02%
71,639
-1,301
523
$6.43M 0.02%
130,340
-23,223
524
$6.4M 0.02%
24,937
-2,608
525
$6.39M 0.02%
48,928
+1,501
19 20
21
22 23