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
651
$4.06M 0.01%
70,327
+6,359
652
$4.05M 0.01%
82,103
+33,257
653
$4.05M 0.01%
48,211
+18,992
654
$4.05M 0.01%
50,219
+7,533
655
$4.04M 0.01%
50,227
-3,649
656
$4.03M 0.01%
+100,191
657
$4.03M 0.01%
38,528
-15,724
658
$4.02M 0.01%
13,129
+1,739
659
$4.02M 0.01%
87,825
+33,959
660
$4.01M 0.01%
60,869
+21,392
661
$4M 0.01%
25,814
+414
662
$3.99M 0.01%
435,960
-9,814
663
$3.96M 0.01%
60,452
+6,963
664
$3.95M 0.01%
127,810
+14,377
665
$3.9M 0.01%
35,237
+141
666
$3.87M 0.01%
38,962
-1,325
667
$3.86M 0.01%
12,142
+989
668
$3.85M 0.01%
58,044
+5,826
669
$3.84M 0.01%
47,643
+1,489
670
$3.82M 0.01%
60,594
+2,236
671
$3.82M 0.01%
153,062
+28,768
672
$3.81M 0.01%
214,591
-5,417
673
$3.8M 0.01%
635,882
+11,517
674
$3.8M 0.01%
47,112
-468
675
$3.8M 0.01%
32,499
+870
25 26
27
28 29