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
926
$1.71M ﹤0.01%
37,453
+1,373
927
$1.7M ﹤0.01%
128,091
+7,720
928
$1.69M ﹤0.01%
30,504
-4,254
929
$1.69M ﹤0.01%
57,133
+5,747
930
$1.68M ﹤0.01%
45,639
+879
931
$1.68M ﹤0.01%
45,932
+1,226
932
$1.66M ﹤0.01%
23,835
+6,299
933
$1.66M ﹤0.01%
28,514
-17,592
934
$1.65M ﹤0.01%
17,649
+197
935
$1.64M ﹤0.01%
6,912
+258
936
$1.64M ﹤0.01%
53,365
+5,301
937
$1.64M ﹤0.01%
30,849
-24,511
938
$1.64M ﹤0.01%
97,069
+549
939
$1.63M ﹤0.01%
+31,550
940
$1.61M ﹤0.01%
31,103
-1,040
941
$1.6M ﹤0.01%
24,722
+531
942
$1.58M ﹤0.01%
33,901
+22,957
943
$1.58M ﹤0.01%
32,842
+216
944
$1.57M ﹤0.01%
132,464
-951
945
$1.57M ﹤0.01%
77,912
-7,068
946
$1.57M ﹤0.01%
30,331
+5,559
947
$1.56M ﹤0.01%
62,144
+18,096
948
$1.55M ﹤0.01%
27,526
-606
949
$1.54M ﹤0.01%
19,966
-18,830
950
$1.54M ﹤0.01%
31,306
-18,625
36 37
38
39 40