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
676
$3.54M 0.01%
76,302
-85,135
677
$3.54M 0.01%
19,177
+2,996
678
$3.54M 0.01%
31,629
+5,911
679
$3.54M 0.01%
35,844
-6,272
680
$3.54M 0.01%
144,354
+76,816
681
$3.48M 0.01%
624,365
+70,534
682
$3.46M 0.01%
35,814
-5,947
683
$3.44M 0.01%
86,940
+4,305
684
$3.44M 0.01%
26,882
+12,821
685
$3.44M 0.01%
52,218
+12,728
686
$3.43M 0.01%
19,070
+2,176
687
$3.41M 0.01%
59,639
+24,599
688
$3.39M 0.01%
58,358
+16,361
689
$3.39M 0.01%
9,991
-5,988
690
$3.38M 0.01%
45,466
+5,897
691
$3.38M 0.01%
127,541
-54
692
$3.37M 0.01%
221,543
-28,021
693
$3.35M 0.01%
36,668
+25,564
694
$3.35M 0.01%
42,686
+8,080
695
$3.33M 0.01%
96,021
-24,117
696
$3.32M 0.01%
80,161
-20,737
697
$3.31M 0.01%
133,732
+5,137
698
$3.3M 0.01%
1,339
-20
699
$3.3M 0.01%
36,222
-4,588
700
$3.3M 0.01%
53,489
+1,880
26 27
28
29 30