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
51
$146M 0.39%
555,853
+19,490
52
$145M 0.38%
1,464,990
-24,189
53
$136M 0.36%
569,268
-158,288
54
$136M 0.36%
192,072
+10,222
55
$133M 0.35%
767,400
+44,107
56
$131M 0.35%
549,042
+5,849
57
$131M 0.34%
3,168,160
+730,587
58
$129M 0.34%
1,280,773
-200,089
59
$127M 0.34%
1,456,367
+89,068
60
$126M 0.33%
1,138,614
+68,637
61
$121M 0.32%
1,990,282
+403,377
62
$120M 0.32%
2,661,540
+426,585
63
$116M 0.31%
633,918
+57,292
64
$115M 0.3%
1,373,725
-277,867
65
$115M 0.3%
2,368,135
-3,643,970
66
$114M 0.3%
1,775,217
+143,886
67
$110M 0.29%
953,001
+32,075
68
$109M 0.29%
1,861,863
+102,050
69
$109M 0.29%
197,491
-2,723
70
$108M 0.28%
564,872
-9,863
71
$107M 0.28%
2,127,752
+24,531
72
$107M 0.28%
467,212
+2,244
73
$105M 0.28%
2,637,945
+100,404
74
$105M 0.28%
445,452
-359,205
75
$103M 0.27%
1,434,233
+3,203
1 2
3
4 5