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
76
$103M 0.27%
391,016
-4,662
77
$102M 0.27%
925,600
-186,463
78
$101M 0.27%
836,876
-8,671
79
$101M 0.27%
4,144,235
+1,787,634
80
$99.3M 0.26%
740,589
+55,463
81
$98.1M 0.26%
1,982,980
+265,228
82
$97.9M 0.26%
1,539,419
-38,462
83
$97.6M 0.26%
3,323,541
+257,875
84
$96.7M 0.25%
438,972
+29,677
85
$94.3M 0.25%
231,203
-2,687
86
$93.5M 0.25%
1,978,398
+219,216
87
$92.6M 0.24%
1,656,980
-685,730
88
$92.1M 0.24%
2,007,893
+48,562
89
$91.9M 0.24%
1,399,393
+58,107
90
$91.1M 0.24%
532,765
-106,491
91
$90.8M 0.24%
300,231
+519
92
$90.2M 0.24%
605,229
-15,139
93
$89.1M 0.23%
302,749
-2,964
94
$88.2M 0.23%
2,238,639
-688,970
95
$86.2M 0.23%
736,428
+47,888
96
$84.9M 0.22%
2,788,346
-38,822
97
$84.2M 0.22%
2,774,332
-36,240
98
$82.6M 0.22%
385,276
+53,782
99
$82.4M 0.22%
257,930
-1,717
100
$82.1M 0.22%
224,456
+5,079
2 3
4
5 6