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
626
$4.13M 0.01%
81,409
+2,234
627
$4.12M 0.01%
29,329
-3,520
628
$4.11M 0.01%
112,392
+42,152
629
$4.08M 0.01%
179,454
-158,136
630
$4.08M 0.01%
165,830
-101,753
631
$4.07M 0.01%
445,774
+35,311
632
$4.07M 0.01%
63,956
-17,712
633
$4.06M 0.01%
17,646
-1,322
634
$4.05M 0.01%
63,968
+3,196
635
$4.05M 0.01%
8,631
+45
636
$4.03M 0.01%
163,159
+136,596
637
$4.03M 0.01%
33,867
+5,466
638
$4.03M 0.01%
83,111
-667
639
$4.01M 0.01%
138,505
+23,631
640
$4.01M 0.01%
139,315
+25,935
641
$3.99M 0.01%
16,329
+1,638
642
$3.94M 0.01%
100,955
+2,496
643
$3.93M 0.01%
180,693
-1
644
$3.91M 0.01%
47,306
+3,339
645
$3.89M 0.01%
48,257
+14,068
646
$3.88M 0.01%
37,124
+33,569
647
$3.87M 0.01%
159,494
-1,806
648
$3.87M 0.01%
20,708
-1,366
649
$3.84M 0.01%
10,179
+517
650
$3.82M 0.01%
137,227
-4,638
24 25
26
27 28