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
701
$3.29M 0.01%
656,323
+13,609
702
$3.29M 0.01%
34,575
-791
703
$3.29M 0.01%
113,433
+3,802
704
$3.29M 0.01%
52,380
+20,016
705
$3.27M 0.01%
47,541
+10,771
706
$3.27M 0.01%
203,150
+83,780
707
$3.27M 0.01%
60,698
-8,656
708
$3.27M 0.01%
40,746
-197,255
709
$3.26M 0.01%
627,568
+44,836
710
$3.26M 0.01%
81,463
-1,004
711
$3.26M 0.01%
94,289
-70,255
712
$3.25M 0.01%
89,537
-3,773
713
$3.23M 0.01%
12,825
+109
714
$3.23M 0.01%
229,006
+59,506
715
$3.22M 0.01%
153,162
+120,119
716
$3.21M 0.01%
46,154
+396
717
$3.21M 0.01%
51,728
-7,487
718
$3.2M 0.01%
63,628
+6,883
719
$3.2M 0.01%
164,999
+124,562
720
$3.19M 0.01%
20,033
-2,780
721
$3.19M 0.01%
30,399
-8,790
722
$3.16M 0.01%
10,391
-72
723
$3.12M 0.01%
15,168
-5,348
724
$3.12M 0.01%
55,706
+8,263
725
$3.12M 0.01%
251,844
+3,855
27 28
29
30 31