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
851
$2.24M 0.01%
18,914
+254
852
$2.23M 0.01%
147,983
-1,180
853
$2.22M 0.01%
193,385
-463,629
854
$2.22M 0.01%
65,324
+29,882
855
$2.21M 0.01%
123,987
+2,777
856
$2.21M 0.01%
36,257
+2,051
857
$2.21M 0.01%
26,563
-36,268
858
$2.18M 0.01%
31,131
-385
859
$2.18M 0.01%
25,500
-4,119
860
$2.17M 0.01%
98,165
+42,516
861
$2.16M 0.01%
+136,556
862
$2.15M 0.01%
46,181
-100
863
$2.15M 0.01%
35,212
+206
864
$2.11M 0.01%
44,515
-395
865
$2.11M 0.01%
22,105
-110
866
$2.11M 0.01%
44,237
+4,502
867
$2.1M 0.01%
+154,249
868
$2.1M 0.01%
2,912
+1,740
869
$2.1M 0.01%
64,680
870
$2.09M 0.01%
42,880
-301
871
$2.09M 0.01%
52,965
+31,427
872
$2.09M 0.01%
39,011
+2,977
873
$2.08M 0.01%
85,356
+407
874
$2.08M 0.01%
16,738
+7
875
$2.08M 0.01%
49,046
+25,505
33 34
35
36 37