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
701
$3.54M 0.01%
35,182
+687
702
$3.5M 0.01%
73,533
+13,245
703
$3.49M 0.01%
92,643
+5,703
704
$3.48M 0.01%
35,881
+910
705
$3.47M 0.01%
44,534
-2,772
706
$3.47M 0.01%
311,739
-83,324
707
$3.46M 0.01%
34,585
-1,229
708
$3.46M 0.01%
97,431
+3,142
709
$3.44M 0.01%
33,095
+1,033
710
$3.44M 0.01%
163,002
+121,099
711
$3.43M 0.01%
45,891
+425
712
$3.43M 0.01%
80,915
+70,310
713
$3.41M 0.01%
8,621
+6,406
714
$3.4M 0.01%
457,014
-21,655
715
$3.4M 0.01%
37,592
-41,863
716
$3.4M 0.01%
5,991
-150
717
$3.39M 0.01%
36,488
+2,360
718
$3.38M 0.01%
17,660
+13,112
719
$3.36M 0.01%
31,242
+187
720
$3.35M 0.01%
46,257
-110,630
721
$3.34M 0.01%
42,721
+1,975
722
$3.34M 0.01%
75,215
-4,946
723
$3.34M 0.01%
350,249
+8,622
724
$3.34M 0.01%
206,248
-15,295
725
$3.33M 0.01%
180,693
27 28
29
30 31