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
601
$4.58M 0.01%
208,083
+75,120
602
$4.57M 0.01%
20,691
-78
603
$4.57M 0.01%
108,328
-545
604
$4.55M 0.01%
48,965
-96
605
$4.54M 0.01%
126,452
+94,100
606
$4.53M 0.01%
39,980
+4,635
607
$4.49M 0.01%
395,063
-181,074
608
$4.49M 0.01%
81,322
+13,587
609
$4.49M 0.01%
106,431
+4,047
610
$4.47M 0.01%
217,689
-1,049,694
611
$4.44M 0.01%
171,457
-650
612
$4.42M 0.01%
69,004
-10,778
613
$4.4M 0.01%
111,830
+16,998
614
$4.39M 0.01%
145,960
-5,808
615
$4.38M 0.01%
60,736
+1,382
616
$4.36M 0.01%
67,861
+16,619
617
$4.31M 0.01%
53,876
-1,226
618
$4.27M 0.01%
300,980
-1,804
619
$4.26M 0.01%
64,116
+774
620
$4.22M 0.01%
31,089
+2,040
621
$4.18M 0.01%
160,659
-64,361
622
$4.16M 0.01%
36,239
+107
623
$4.16M 0.01%
202,320
-4,439
624
$4.15M 0.01%
72,978
+864
625
$4.14M 0.01%
92,452
-9,482
23 24
25
26 27