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
926
$1.74M ﹤0.01%
29,337
-184,647
927
$1.73M ﹤0.01%
18,148
-28,387
928
$1.73M ﹤0.01%
5,414
-2,020
929
$1.73M ﹤0.01%
56,393
+3,028
930
$1.73M ﹤0.01%
+22,517
931
$1.73M ﹤0.01%
38,283
+15,778
932
$1.72M ﹤0.01%
30,025
-2,817
933
$1.72M ﹤0.01%
22,774
+2,808
934
$1.72M ﹤0.01%
25,614
+635
935
$1.72M ﹤0.01%
37,078
-375
936
$1.7M ﹤0.01%
77,973
-130,110
937
$1.7M ﹤0.01%
14,130
938
$1.7M ﹤0.01%
23,656
+286
939
$1.68M ﹤0.01%
29,903
-946
940
$1.68M ﹤0.01%
+79,124
941
$1.67M ﹤0.01%
36,949
+10,879
942
$1.65M ﹤0.01%
55,433
-5,046
943
$1.64M ﹤0.01%
31,056
-12,729
944
$1.64M ﹤0.01%
15,619
-151
945
$1.64M ﹤0.01%
14,440
-1,153
946
$1.63M ﹤0.01%
7,338
+426
947
$1.63M ﹤0.01%
31,904
-7,565
948
$1.63M ﹤0.01%
9,558
+255
949
$1.63M ﹤0.01%
117,535
-5,266
950
$1.63M ﹤0.01%
78,236
+5,600
36 37
38
39 40