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
826
$2.37M 0.01%
59,144
+533
827
$2.36M 0.01%
13,734
-1,646
828
$2.35M 0.01%
+66,013
829
$2.33M 0.01%
64,567
+543
830
$2.33M 0.01%
15,845
+89
831
$2.33M 0.01%
39,573
-7,732
832
$2.32M 0.01%
32,931
+5,488
833
$2.31M 0.01%
65,154
+2,206
834
$2.31M 0.01%
121,210
+43,594
835
$2.3M 0.01%
26,902
-20,197
836
$2.29M 0.01%
40,377
+2,202
837
$2.29M 0.01%
12,718
+1,006
838
$2.28M 0.01%
11,727
+2,497
839
$2.26M 0.01%
41,290
+2,744
840
$2.26M 0.01%
24,310
+10,030
841
$2.25M 0.01%
93,065
+39,479
842
$2.25M 0.01%
64,178
+25,008
843
$2.25M 0.01%
222,548
+47,524
844
$2.23M 0.01%
62,619
-1,358
845
$2.22M 0.01%
+83,950
846
$2.21M 0.01%
122,801
+25,670
847
$2.2M 0.01%
105,057
+7,351
848
$2.2M 0.01%
74,574
+42,260
849
$2.2M 0.01%
64,680
850
$2.17M 0.01%
36,880
+410
32 33
34
35 36