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
801
$2.68M 0.01%
45,055
+1,847
802
$2.67M 0.01%
19,440
+2,058
803
$2.66M 0.01%
55,836
-3,803
804
$2.66M 0.01%
217,643
+3,672
805
$2.65M 0.01%
45,966
-14,732
806
$2.64M 0.01%
604,650
-22,918
807
$2.63M 0.01%
13,825
-383
808
$2.62M 0.01%
47,402
-263,509
809
$2.6M 0.01%
47,089
-759
810
$2.6M 0.01%
50,956
+1,719
811
$2.59M 0.01%
234,925
+12,377
812
$2.59M 0.01%
65,054
+1,623
813
$2.58M 0.01%
59,153
+3,055
814
$2.56M 0.01%
143,125
+1,198
815
$2.56M 0.01%
+58,604
816
$2.51M 0.01%
240,459
+1,131
817
$2.51M 0.01%
46,002
+1,329
818
$2.49M 0.01%
+17,504
819
$2.49M 0.01%
289,785
+3,943
820
$2.48M 0.01%
58,102
+2,609
821
$2.48M 0.01%
108,823
+1,331
822
$2.46M 0.01%
25,614
+1,304
823
$2.45M 0.01%
56,638
-8,516
824
$2.44M 0.01%
100,246
-1,466
825
$2.43M 0.01%
37,265
+385
31 32
33
34 35