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
526
$6.38M 0.02%
24,982
-6,025
527
$6.38M 0.02%
236,827
+174,683
528
$6.34M 0.02%
121,330
-10,755
529
$6.23M 0.02%
44,238
+37,865
530
$6.18M 0.02%
92,588
+524
531
$6.16M 0.02%
97,930
-18,799
532
$6.08M 0.02%
79,775
+1,697
533
$6.05M 0.01%
171,493
+7,308
534
$6.05M 0.01%
52,818
+33,551
535
$6.02M 0.01%
46,609
-53,533
536
$5.96M 0.01%
93,854
-1,183
537
$5.96M 0.01%
10,919
+2,288
538
$5.95M 0.01%
40,961
+131
539
$5.95M 0.01%
121,127
+5,880
540
$5.93M 0.01%
23,194
+774
541
$5.93M 0.01%
298,352
+133,353
542
$5.91M 0.01%
+237,164
543
$5.91M 0.01%
75,502
-123,427
544
$5.88M 0.01%
12,777
-165
545
$5.85M 0.01%
60,552
+943
546
$5.83M 0.01%
447,129
+14,467
547
$5.79M 0.01%
110,487
+873
548
$5.78M 0.01%
206,228
+911
549
$5.76M 0.01%
106,737
-4,453
550
$5.73M 0.01%
110,411
+101,137
20 21
22
23 24