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
851
$2.15M 0.01%
55,493
+3,034
852
$2.13M 0.01%
30,943
-9,869
853
$2.13M 0.01%
90,170
-257,941
854
$2.11M 0.01%
46,281
+38,572
855
$2.09M 0.01%
22,215
+2,388
856
$2.09M 0.01%
+17,472
857
$2.08M 0.01%
19,267
+12,248
858
$2.07M 0.01%
14,600
-478
859
$2.06M 0.01%
164,113
+65,365
860
$2.06M 0.01%
84,210
+689
861
$2.05M 0.01%
33,074
+3,918
862
$2.05M 0.01%
18,660
-1,930
863
$2.05M 0.01%
60,138
+27,342
864
$2.05M 0.01%
43,565
+676
865
$2.04M 0.01%
8,693
+998
866
$2.04M 0.01%
46,645
-4,843
867
$2.04M 0.01%
20,927
+6,301
868
$2.04M 0.01%
39,469
-102
869
$2.04M 0.01%
39,477
+7,533
870
$2.04M 0.01%
84,949
-584
871
$2.04M 0.01%
26,994
+164
872
$2.03M 0.01%
41,436
+268
873
$2.02M 0.01%
31,516
-684
874
$2.01M 0.01%
87,950
-2,527
875
$2.01M 0.01%
95,380
-29,457
33 34
35
36 37