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
901
$1.83M ﹤0.01%
1,553,470
-1,303,225
902
$1.83M ﹤0.01%
17,382
-8,320
903
$1.83M ﹤0.01%
36,034
+2,755
904
$1.83M ﹤0.01%
56,034
+36,577
905
$1.82M ﹤0.01%
29,268
+289
906
$1.82M ﹤0.01%
+43,351
907
$1.81M ﹤0.01%
103,918
+82,217
908
$1.81M ﹤0.01%
64,798
+45,014
909
$1.8M ﹤0.01%
10,607
-3,833
910
$1.8M ﹤0.01%
34,883
+214
911
$1.78M ﹤0.01%
26,617
+3
912
$1.78M ﹤0.01%
39,735
+3,866
913
$1.78M ﹤0.01%
22,935
-957
914
$1.77M ﹤0.01%
38,020
-156,304
915
$1.77M ﹤0.01%
41,462
+31,993
916
$1.77M ﹤0.01%
40,986
+1,759
917
$1.75M ﹤0.01%
+76,624
918
$1.75M ﹤0.01%
39,794
-801
919
$1.74M ﹤0.01%
9,906
-335
920
$1.73M ﹤0.01%
55,259
-47,452
921
$1.72M ﹤0.01%
18,160
+2,206
922
$1.72M ﹤0.01%
14,130
923
$1.72M ﹤0.01%
277,122
-27,688
924
$1.71M ﹤0.01%
44,910
+26
925
$1.71M ﹤0.01%
60,479
-1,407,555
35 36
37
38 39