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
951
$1.62M ﹤0.01%
198,908
+8,842
952
$1.62M ﹤0.01%
99,316
-212,756
953
$1.62M ﹤0.01%
38,969
-23,171
954
$1.6M ﹤0.01%
42,286
+25,068
955
$1.6M ﹤0.01%
40,230
-8,604
956
$1.6M ﹤0.01%
29,647
-857
957
$1.6M ﹤0.01%
78,879
+967
958
$1.6M ﹤0.01%
55,354
+28,556
959
$1.59M ﹤0.01%
18,435
+3,814
960
$1.59M ﹤0.01%
+9,400
961
$1.59M ﹤0.01%
141,687
+2,600
962
$1.58M ﹤0.01%
+35,750
963
$1.58M ﹤0.01%
134,641
+2,177
964
$1.58M ﹤0.01%
65,911
+16,522
965
$1.57M ﹤0.01%
19,501
+164
966
$1.57M ﹤0.01%
99,288
+2,219
967
$1.57M ﹤0.01%
98,154
+43,107
968
$1.56M ﹤0.01%
71,672
+13,592
969
$1.55M ﹤0.01%
18,375
-609,112
970
$1.54M ﹤0.01%
18,656
+345
971
$1.54M ﹤0.01%
1,025,227
+1,117
972
$1.53M ﹤0.01%
40,041
-1,685
973
$1.53M ﹤0.01%
12,756
-322
974
$1.53M ﹤0.01%
35,247
+18,268
975
$1.52M ﹤0.01%
31,333
+230
37 38
39
40 41