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
651
$3.81M 0.01%
322,916
+177,051
652
$3.81M 0.01%
54,145
+2,574
653
$3.78M 0.01%
51,987
+8,074
654
$3.77M 0.01%
78,846
-14,566
655
$3.77M 0.01%
38,408
-36,836
656
$3.74M 0.01%
78,850
-3,007
657
$3.73M 0.01%
214,085
+18,555
658
$3.7M 0.01%
13,269
+50
659
$3.7M 0.01%
47,580
+906
660
$3.69M 0.01%
40,287
+2,552
661
$3.68M 0.01%
59,966
+1,571
662
$3.67M 0.01%
43,610
+2,704
663
$3.66M 0.01%
175,797
+141,689
664
$3.65M 0.01%
138,375
+981
665
$3.65M 0.01%
33,633
+2,406
666
$3.63M 0.01%
34,866
-14,384
667
$3.61M 0.01%
45,121
+220
668
$3.61M 0.01%
343,404
-15,441
669
$3.6M 0.01%
45,101
+883
670
$3.57M 0.01%
16,455
-386
671
$3.56M 0.01%
187,950
+18,265
672
$3.55M 0.01%
23,737
+451
673
$3.55M 0.01%
11,390
-457
674
$3.55M 0.01%
99,453
+58,893
675
$3.54M 0.01%
35,096
-1,085
25 26
27
28 29