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
901
$1.88M ﹤0.01%
41,536
-2,029
902
$1.87M ﹤0.01%
59,331
+3,297
903
$1.86M ﹤0.01%
97,320
+1,940
904
$1.86M ﹤0.01%
37,383
-637
905
$1.85M ﹤0.01%
27,876
-14,103
906
$1.84M ﹤0.01%
41,950
+488
907
$1.84M ﹤0.01%
29,573
-19,197
908
$1.82M ﹤0.01%
43,419
+2,433
909
$1.81M ﹤0.01%
36,603
-859
910
$1.8M ﹤0.01%
62,493
+5,360
911
$1.8M ﹤0.01%
49,993
+16,092
912
$1.8M ﹤0.01%
37,574
+1,490
913
$1.8M ﹤0.01%
23,783
+848
914
$1.8M ﹤0.01%
+50,637
915
$1.79M ﹤0.01%
10,090
-517
916
$1.79M ﹤0.01%
5,502
+4
917
$1.79M ﹤0.01%
50,948
-30,515
918
$1.78M ﹤0.01%
48,685
+2,753
919
$1.78M ﹤0.01%
131,257
+3,166
920
$1.78M ﹤0.01%
+8,537
921
$1.77M ﹤0.01%
10,328
+422
922
$1.76M ﹤0.01%
1,498
+240
923
$1.76M ﹤0.01%
80,052
+2,842
924
$1.76M ﹤0.01%
64,133
-665
925
$1.76M ﹤0.01%
44,605
+9,066
35 36
37
38 39