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
676
$3.8M 0.01%
52,660
-1,485
677
$3.77M 0.01%
44,433
+823
678
$3.77M 0.01%
32,026
-4,213
679
$3.76M 0.01%
118,699
-15,033
680
$3.74M 0.01%
131,650
-176,830
681
$3.74M 0.01%
26,951
+69
682
$3.74M 0.01%
113,414
+29,685
683
$3.72M 0.01%
19,087
+17
684
$3.72M 0.01%
67,967
+8,001
685
$3.71M 0.01%
15,008
+2,378
686
$3.7M 0.01%
45,382
+281
687
$3.69M 0.01%
350,667
+7,263
688
$3.67M 0.01%
77,873
+1,571
689
$3.67M 0.01%
70,785
+2,699
690
$3.67M 0.01%
10,264
+273
691
$3.61M 0.01%
73,896
-4,954
692
$3.61M 0.01%
13,042
+2,651
693
$3.61M 0.01%
52,766
+779
694
$3.6M 0.01%
51,316
+20,373
695
$3.6M 0.01%
75,682
+2,942
696
$3.59M 0.01%
664,486
+8,163
697
$3.59M 0.01%
148,080
-505,770
698
$3.58M 0.01%
47,724
-16,392
699
$3.57M 0.01%
25,829
+2,092
700
$3.56M 0.01%
38,214
+1,546
26 27
28
29 30