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
776
$2.71M 0.01%
31,055
+2,664
777
$2.71M 0.01%
51,000
+2,424
778
$2.7M 0.01%
43,785
-15
779
$2.7M 0.01%
48,846
+7,590
780
$2.68M 0.01%
355,011
+54,530
781
$2.68M 0.01%
56,098
+7,857
782
$2.65M 0.01%
341,627
+32,702
783
$2.65M 0.01%
18,908
+2,051
784
$2.6M 0.01%
78,138
-58,599
785
$2.6M 0.01%
14,208
-330
786
$2.59M 0.01%
40,997
+13,335
787
$2.58M 0.01%
72,974
-2,823
788
$2.58M 0.01%
285,842
+2,737
789
$2.57M 0.01%
14,464
+3,684
790
$2.57M 0.01%
40,997
-435
791
$2.56M 0.01%
239,328
+22,768
792
$2.55M 0.01%
35,336
+2,135
793
$2.55M 0.01%
65,786
+3,883
794
$2.54M 0.01%
60,115
-25
795
$2.54M 0.01%
34,128
+12,644
796
$2.54M 0.01%
62,140
+6,382
797
$2.54M 0.01%
213,971
+2,216
798
$2.54M 0.01%
68,086
+16,460
799
$2.52M 0.01%
146,498
+2,590
800
$2.52M 0.01%
47,846
-1,250
30 31
32
33 34