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
726
$3.11M 0.01%
47,848
+7,293
727
$3.1M 0.01%
31,233
+7,994
728
$3.1M 0.01%
37,721
+948
729
$3.09M 0.01%
21,210
+198
730
$3.08M 0.01%
43,940
+11,475
731
$3.07M 0.01%
356,917
+33,249
732
$3.06M 0.01%
34,971
-5,717
733
$3.06M 0.01%
34,495
-9,907
734
$3.06M 0.01%
48,770
+974
735
$3.05M 0.01%
72,740
-13,628
736
$3.04M 0.01%
157,520
-1,907
737
$3.04M 0.01%
36,304
-1,299
738
$3.03M 0.01%
382,667
-4,461
739
$2.99M 0.01%
106,797
+1,226
740
$2.98M 0.01%
32,884
+1,921
741
$2.98M 0.01%
23,147
+565
742
$2.96M 0.01%
59,367
+12,027
743
$2.96M 0.01%
14,627
-8,867
744
$2.95M 0.01%
48,008
+1,517
745
$2.95M 0.01%
1,024,110
+30,951
746
$2.95M 0.01%
119,710
+110,998
747
$2.94M 0.01%
5,281
-2,034
748
$2.93M 0.01%
124,294
+93,444
749
$2.93M 0.01%
83,729
+36,382
750
$2.93M 0.01%
1,541,005
+80,028
28 29
30
31 32