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
601
$4.9M 0.01%
72,389
+8,433
602
$4.88M 0.01%
123,890
+57,877
603
$4.88M 0.01%
78,910
+27,182
604
$4.88M 0.01%
88,134
+6,725
605
$4.87M 0.01%
100,470
+21,624
606
$4.87M 0.01%
22,491
+1,955
607
$4.83M 0.01%
18,030
-4,265
608
$4.8M 0.01%
383,644
+169,559
609
$4.8M 0.01%
415,962
+93,046
610
$4.79M 0.01%
34,492
-3,786
611
$4.78M 0.01%
30,232
+903
612
$4.76M 0.01%
20,215
-476
613
$4.76M 0.01%
69,339
+55,876
614
$4.68M 0.01%
46,262
+7,854
615
$4.68M 0.01%
103,000
-162,635
616
$4.6M 0.01%
6,685
+1,404
617
$4.59M 0.01%
41,303
+1,323
618
$4.57M 0.01%
97,535
-24,783
619
$4.57M 0.01%
22,853
-141
620
$4.55M 0.01%
37,751
-2,859
621
$4.55M 0.01%
41,033
+1,122
622
$4.54M 0.01%
48,747
+3,626
623
$4.54M 0.01%
160,979
+1,485
624
$4.52M 0.01%
104,771
-1,660
625
$4.48M 0.01%
193,308
+17,511
23 24
25
26 27