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
551
$5.6M 0.01%
205,317
-1,588
552
$5.59M 0.01%
155,414
+29,212
553
$5.58M 0.01%
27,545
-274
554
$5.56M 0.01%
226,918
+6,333
555
$5.56M 0.01%
54,252
+1,076
556
$5.54M 0.01%
61,588
+13,155
557
$5.54M 0.01%
62,831
-1,957
558
$5.54M 0.01%
191,165
-98,417
559
$5.53M 0.01%
92,064
-1,861
560
$5.53M 0.01%
207,066
-102,550
561
$5.53M 0.01%
122,318
-3,159
562
$5.45M 0.01%
48,648
+30,259
563
$5.45M 0.01%
90,248
+68,258
564
$5.44M 0.01%
126,682
+667
565
$5.43M 0.01%
132,756
+108,803
566
$5.41M 0.01%
39,911
-2,383
567
$5.35M 0.01%
45,540
-6,989
568
$5.35M 0.01%
131,188
-718
569
$5.3M 0.01%
57,397
-3,155
570
$5.27M 0.01%
77,755
-44,235
571
$5.27M 0.01%
90,993
+7,835
572
$5.21M 0.01%
132,215
+9,688
573
$5.2M 0.01%
50,533
+45,169
574
$5.19M 0.01%
191,960
+998
575
$5.17M 0.01%
129,230
+19,799
21 22
23
24 25