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
551
$5.71M 0.01%
92,181
+1,188
552
$5.7M 0.01%
75,522
-9,741
553
$5.69M 0.01%
52,132
+1,599
554
$5.69M 0.01%
151,078
+24,626
555
$5.68M 0.01%
251,232
-114,774
556
$5.67M 0.01%
101,464
-3,015
557
$5.65M 0.01%
426,310
+3,989
558
$5.59M 0.01%
60,242
-1,346
559
$5.58M 0.01%
123,279
-3,239
560
$5.57M 0.01%
+220,962
561
$5.53M 0.01%
205,915
+13,955
562
$5.52M 0.01%
41,814
-4,177
563
$5.51M 0.01%
90,531
-1,921
564
$5.51M 0.01%
186,267
+14,810
565
$5.5M 0.01%
147,589
+130,518
566
$5.49M 0.01%
137,387
+6,199
567
$5.48M 0.01%
46,438
+12,571
568
$5.44M 0.01%
129,722
+3,040
569
$5.42M 0.01%
133,718
+1,503
570
$5.4M 0.01%
202,803
-4,263
571
$5.36M 0.01%
187,397
-3,768
572
$5.35M 0.01%
42,640
+2,537
573
$5.31M 0.01%
115,833
-91,000
574
$5.31M 0.01%
+64,784
575
$5.31M 0.01%
37,542
-12,865
21 22
23
24 25