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
876
$2.07M 0.01%
133,950
+26,395
877
$2.07M 0.01%
104,453
-604
878
$2.07M 0.01%
43,189
-13,234
879
$2.06M 0.01%
21,942
-416
880
$2.05M 0.01%
175,113
+2,584
881
$2.03M 0.01%
93,065
882
$2.01M 0.01%
+143,502
883
$2M ﹤0.01%
28,351
-39,510
884
$2M ﹤0.01%
+37,042
885
$2M ﹤0.01%
40,956
-480
886
$2M ﹤0.01%
45,627
+6,054
887
$1.99M ﹤0.01%
31,099
-275
888
$1.98M ﹤0.01%
61,573
+2,013
889
$1.97M ﹤0.01%
+50,304
890
$1.96M ﹤0.01%
16,122
+277
891
$1.96M ﹤0.01%
103,768
-150
892
$1.94M ﹤0.01%
+48,894
893
$1.94M ﹤0.01%
26,221
-1,260
894
$1.92M ﹤0.01%
31,248
+1,241
895
$1.91M ﹤0.01%
+18,974
896
$1.9M ﹤0.01%
298,123
+58,656
897
$1.9M ﹤0.01%
69,168
+1,917
898
$1.89M ﹤0.01%
44,719
-8
899
$1.89M ﹤0.01%
41,736
-1,615
900
$1.89M ﹤0.01%
47,327
+23,797
34 35
36
37 38