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
626
$4.47M 0.01%
119,722
+60,173
627
$4.42M 0.01%
180,249
+14,419
628
$4.42M 0.01%
203,365
-31,219
629
$4.41M 0.01%
120,646
+12,318
630
$4.41M 0.01%
82,548
+1,226
631
$4.38M 0.01%
63,840
+44,797
632
$4.33M 0.01%
113,845
-121,266
633
$4.3M 0.01%
331,424
+30,444
634
$4.29M 0.01%
20,626
-82
635
$4.28M 0.01%
48,448
+191
636
$4.24M 0.01%
62,453
+10,073
637
$4.23M 0.01%
70,307
+1,303
638
$4.21M 0.01%
31,476
+387
639
$4.19M 0.01%
87,617
-78,552
640
$4.18M 0.01%
13,674
+405
641
$4.18M 0.01%
+68,006
642
$4.18M 0.01%
64,099
-174,783
643
$4.17M 0.01%
86,905
-9,116
644
$4.15M 0.01%
167,272
+4,113
645
$4.14M 0.01%
36,018
-36,116
646
$4.13M 0.01%
198,782
-18,907
647
$4.13M 0.01%
41,608
+5,764
648
$4.11M 0.01%
82,942
+19,814
649
$4.09M 0.01%
162,298
+42,588
650
$4.08M 0.01%
231,961
+44,011
24 25
26
27 28