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
751
$3.08M 0.01%
140,600
-16,920
752
$3.07M 0.01%
109,739
+2,166
753
$3.07M 0.01%
58,056
-1,311
754
$3.05M 0.01%
81,415
+8,441
755
$3.03M 0.01%
10,019
+6,723
756
$3M 0.01%
20,727
+1,819
757
$3M 0.01%
1,220
-119
758
$3M 0.01%
36,408
+7,140
759
$2.99M 0.01%
98,479
-13,351
760
$2.98M 0.01%
38,134
+1,830
761
$2.97M 0.01%
35,234
-589
762
$2.97M 0.01%
86,815
+30,321
763
$2.96M 0.01%
151,057
+14,798
764
$2.96M 0.01%
83,124
+18,946
765
$2.96M 0.01%
335,557
+11,308
766
$2.95M 0.01%
+45,489
767
$2.94M 0.01%
3,989
+209
768
$2.94M 0.01%
14,898
+271
769
$2.92M 0.01%
32,798
-86
770
$2.89M 0.01%
246,974
-4,870
771
$2.89M 0.01%
33,865
+934
772
$2.89M 0.01%
101,803
-25,738
773
$2.88M 0.01%
75,320
+2,342
774
$2.84M 0.01%
43,002
-4,844
775
$2.84M 0.01%
13,763
+9,929
29 30
31
32 33