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
776
$2.84M 0.01%
77,306
+2,732
777
$2.84M 0.01%
75,119
-25,836
778
$2.83M 0.01%
104,776
-2,021
779
$2.81M 0.01%
63,946
-115
780
$2.8M 0.01%
283,771
+6,649
781
$2.8M 0.01%
12,064
-4,265
782
$2.8M 0.01%
41,513
-2,427
783
$2.79M 0.01%
40,095
-7,446
784
$2.78M 0.01%
54,603
+1,681
785
$2.78M 0.01%
55,538
+25,875
786
$2.77M 0.01%
66,351
+1,784
787
$2.77M 0.01%
22,025
+815
788
$2.76M 0.01%
73,545
+7,759
789
$2.76M 0.01%
68,778
-20,759
790
$2.76M 0.01%
148,534
+2,036
791
$2.76M 0.01%
87,880
-1,375
792
$2.75M 0.01%
14,929
+5,833
793
$2.74M 0.01%
36,142
-46
794
$2.74M 0.01%
13,405
-329
795
$2.72M 0.01%
36,901
+1,565
796
$2.72M 0.01%
363,974
+8,963
797
$2.72M 0.01%
58,384
+16,791
798
$2.71M 0.01%
147,380
+8,650
799
$2.7M 0.01%
35,146
-1,326
800
$2.69M 0.01%
24,557
+1,130
30 31
32
33 34