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
726
$3.32M 0.01%
65,833
+2,205
727
$3.31M 0.01%
46,304
-1,704
728
$3.3M 0.01%
34,001
+2,768
729
$3.29M 0.01%
189,010
-14,140
730
$3.28M 0.01%
32,787
+8,598
731
$3.28M 0.01%
34,762
+7,860
732
$3.28M 0.01%
39,008
+1,287
733
$3.28M 0.01%
34,235
-340
734
$3.27M 0.01%
44,341
+19,619
735
$3.25M 0.01%
31,998
-2,868
736
$3.25M 0.01%
35,009
+3,796
737
$3.23M 0.01%
394,382
+11,715
738
$3.22M 0.01%
+38,489
739
$3.2M 0.01%
89,268
+29,130
740
$3.19M 0.01%
18,728
+4,128
741
$3.19M 0.01%
38,546
-34,929
742
$3.18M 0.01%
53,866
+8,096
743
$3.16M 0.01%
11,667
+9,434
744
$3.15M 0.01%
14,529
-639
745
$3.14M 0.01%
363,406
+6,489
746
$3.13M 0.01%
88,107
-24,285
747
$3.11M 0.01%
14,925
+461
748
$3.11M 0.01%
56,760
+43,446
749
$3.1M 0.01%
64,137
-2,095
750
$3.1M 0.01%
13,239
+414
28 29
30
31 32