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
951
$1.54M ﹤0.01%
50,148
+38
952
$1.53M ﹤0.01%
62,188
+216
953
$1.53M ﹤0.01%
23,370
+466
954
$1.53M ﹤0.01%
9,096
+617
955
$1.53M ﹤0.01%
9,303
956
$1.52M ﹤0.01%
95,820
+4,877
957
$1.52M ﹤0.01%
139,087
+2,576
958
$1.52M ﹤0.01%
12,348
+327
959
$1.51M ﹤0.01%
72,636
+6,978
960
$1.5M ﹤0.01%
48,834
+4,432
961
$1.49M ﹤0.01%
1,258
-3,610
962
$1.49M ﹤0.01%
239,467
-10,872
963
$1.48M ﹤0.01%
35,539
+2,544
964
$1.48M ﹤0.01%
28,712
-247
965
$1.48M ﹤0.01%
36,084
-327
966
$1.47M ﹤0.01%
92,924
+739
967
$1.46M ﹤0.01%
44,601
-9,836
968
$1.45M ﹤0.01%
19,337
-837
969
$1.45M ﹤0.01%
190,066
+60,095
970
$1.44M ﹤0.01%
15,770
-1,447
971
$1.43M ﹤0.01%
16,731
-9,704
972
$1.43M ﹤0.01%
+42,595
973
$1.42M ﹤0.01%
+59,290
974
$1.42M ﹤0.01%
26,798
+978
975
$1.42M ﹤0.01%
30,041
-17,606
37 38
39
40 41