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
801
$2.49M 0.01%
56,423
-2,116
802
$2.47M 0.01%
32,617
-2,660
803
$2.47M 0.01%
63,431
-116,213
804
$2.47M 0.01%
49,237
+4,831
805
$2.46M 0.01%
1,609,987
+92,915
806
$2.46M 0.01%
37,484
+2,534
807
$2.46M 0.01%
7,434
+468
808
$2.45M 0.01%
127,206
+27,101
809
$2.45M 0.01%
+46,653
810
$2.45M 0.01%
29,619
+2,239
811
$2.44M 0.01%
138,730
-2,306
812
$2.44M 0.01%
59,549
+2,860
813
$2.44M 0.01%
43,208
+33,184
814
$2.43M 0.01%
143,362
+51,407
815
$2.43M 0.01%
22,825
+1,690
816
$2.42M 0.01%
44,673
-80
817
$2.42M 0.01%
29,268
-38,072
818
$2.41M 0.01%
+24,189
819
$2.4M 0.01%
107,492
+67,037
820
$2.39M 0.01%
141,927
-5,098
821
$2.39M 0.01%
29,219
+4,945
822
$2.38M 0.01%
3,780
+1,866
823
$2.38M 0.01%
+101,712
824
$2.37M 0.01%
53,866
+3,615
825
$2.37M 0.01%
24,208
-3,804
31 32
33
34 35