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
526
$6.5M 0.02%
563,621
+44,858
527
$6.45M 0.02%
202,555
+43,176
528
$6.44M 0.02%
381,658
+331,996
529
$6.41M 0.02%
104,479
-19,848
530
$6.35M 0.02%
178,119
+153,837
531
$6.27M 0.02%
305,960
+9,202
532
$6.24M 0.02%
95,037
+11,660
533
$6.16M 0.02%
115,247
-11,916
534
$6.13M 0.02%
107,324
-139
535
$6.11M 0.02%
205,724
+88,414
536
$6.01M 0.02%
55,322
-1,113
537
$6.01M 0.02%
81,486
-7,117
538
$5.95M 0.02%
22,420
+3,745
539
$5.86M 0.02%
109,614
-44,210
540
$5.86M 0.02%
164,185
+22,680
541
$5.84M 0.02%
111,190
-2,672
542
$5.81M 0.02%
183,046
+1,694
543
$5.79M 0.02%
78,078
+1,081
544
$5.79M 0.02%
422,321
+404,178
545
$5.75M 0.02%
22,994
+3,568
546
$5.7M 0.02%
40,830
+799
547
$5.67M 0.01%
100,417
-235,372
548
$5.64M 0.01%
478,669
+29,746
549
$5.64M 0.01%
126,518
-20,989
550
$5.6M 0.01%
327,555
+4,079
20 21
22
23 24