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
576
$5.25M 0.01%
450,107
+377
577
$5.25M 0.01%
132,800
+33,347
578
$5.23M 0.01%
223,819
+44,365
579
$5.18M 0.01%
48,127
-7,195
580
$5.17M 0.01%
53,848
-1,497
581
$5.13M 0.01%
90,752
-3,404
582
$5.1M 0.01%
46,373
+2,480
583
$5.08M 0.01%
67,056
+11,350
584
$5.06M 0.01%
45,205
-335
585
$5.06M 0.01%
68,083
-41,019
586
$5.04M 0.01%
24,900
+1,753
587
$5.04M 0.01%
61,446
+710
588
$5.04M 0.01%
197,561
-4,759
589
$5.04M 0.01%
52,381
+3,416
590
$5.02M 0.01%
159,425
+13,465
591
$5.01M 0.01%
218,533
-28,115
592
$4.99M 0.01%
135,036
-17,184
593
$4.99M 0.01%
39,467
+5,834
594
$4.98M 0.01%
82,430
-1,660
595
$4.97M 0.01%
42,140
+5,918
596
$4.96M 0.01%
100,834
-6,490
597
$4.93M 0.01%
90,649
+7,538
598
$4.93M 0.01%
12,357
+2,178
599
$4.92M 0.01%
402,349
+381,134
600
$4.91M 0.01%
209,074
-100,388
22 23
24
25 26