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
876
$2.01M 0.01%
27,481
-4,016
877
$2M 0.01%
35,006
+814
878
$2M 0.01%
44,727
-1,112
879
$1.98M 0.01%
31,374
-548
880
$1.98M 0.01%
107,555
-8,202
881
$1.97M 0.01%
43,181
+2,125
882
$1.95M 0.01%
90,494
+3,237
883
$1.94M 0.01%
172,529
-276
884
$1.94M 0.01%
12,252
+702
885
$1.94M 0.01%
77,210
-17,410
886
$1.93M 0.01%
67,251
+2,168
887
$1.91M 0.01%
102,917
-44,200
888
$1.91M 0.01%
24,979
+3,013
889
$1.91M 0.01%
38,334
-2,363
890
$1.9M 0.01%
30,007
-33
891
$1.9M 0.01%
13,078
-3,853
892
$1.9M 0.01%
34,206
-7,493
893
$1.89M 0.01%
+41,593
894
$1.89M 0.01%
27,384
+739
895
$1.88M 0.01%
136,259
+1,203
896
$1.86M ﹤0.01%
78,599
+29,330
897
$1.86M ﹤0.01%
22,358
+2,032
898
$1.85M ﹤0.01%
56,494
-94,844
899
$1.85M ﹤0.01%
5,498
+56
900
$1.84M ﹤0.01%
37,462
-2,568
34 35
36
37 38