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
576
$5.07M 0.01%
81,631
+46,171
577
$5.04M 0.01%
312,072
-38,796
578
$5.03M 0.01%
55,345
-3,603
579
$4.99M 0.01%
47,427
-14,046
580
$4.96M 0.01%
40,610
+1,324
581
$4.95M 0.01%
49,685
+40,586
582
$4.93M 0.01%
94,156
+1,478
583
$4.91M 0.01%
22,295
-736
584
$4.9M 0.01%
59,609
+140
585
$4.88M 0.01%
449,730
+11,286
586
$4.8M 0.01%
6,141
+237
587
$4.79M 0.01%
5,660
-833
588
$4.76M 0.01%
70,264
-1,703
589
$4.74M 0.01%
43,893
-769
590
$4.71M 0.01%
432,662
+58,937
591
$4.71M 0.01%
84,090
+10,902
592
$4.7M 0.01%
139,694
+4,370
593
$4.67M 0.01%
220,008
+27,884
594
$4.67M 0.01%
28,946
-1,720
595
$4.66M 0.01%
234,584
+3,391
596
$4.64M 0.01%
46,535
-36,302
597
$4.62M 0.01%
40,103
+11,793
598
$4.61M 0.01%
38,278
+388
599
$4.61M 0.01%
20,536
+853
600
$4.6M 0.01%
227,196
+76,256
22 23
24
25 26