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
751
$2.91M 0.01%
107,573
-2,728
752
$2.89M 0.01%
127,357
-130,054
753
$2.89M 0.01%
12,630
+517
754
$2.86M 0.01%
11,153
-1,315
755
$2.85M 0.01%
56,881
+10,181
756
$2.84M 0.01%
149,814
+129,356
757
$2.84M 0.01%
32,062
-281
758
$2.84M 0.01%
45,770
+2,640
759
$2.84M 0.01%
41,979
-3,414
760
$2.83M 0.01%
60,288
+18,884
761
$2.83M 0.01%
66,232
-980
762
$2.82M 0.01%
31,213
+4,145
763
$2.81M 0.01%
35,823
-1,043
764
$2.79M 0.01%
324,249
-2,418,361
765
$2.79M 0.01%
15,593
-568
766
$2.78M 0.01%
33,476
+382
767
$2.78M 0.01%
63,128
+202
768
$2.77M 0.01%
89,255
+1,870
769
$2.77M 0.01%
36,188
-2,111
770
$2.76M 0.01%
112,030
-66,367
771
$2.75M 0.01%
23,427
-3,475
772
$2.75M 0.01%
52,922
+4,268
773
$2.74M 0.01%
25,400
+458
774
$2.72M 0.01%
+64,061
775
$2.72M 0.01%
36,472
+3,880
29 30
31
32 33