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
976
$1.42M ﹤0.01%
9,983
-408
977
$1.41M ﹤0.01%
149,163
-11,024
978
$1.4M ﹤0.01%
18,311
-299
979
$1.38M ﹤0.01%
76,256
+1,359
980
$1.37M ﹤0.01%
29,663
+1,279
981
$1.37M ﹤0.01%
50,696
-63,637
982
$1.36M ﹤0.01%
73,788
+5,940
983
$1.35M ﹤0.01%
59,369
-311
984
$1.35M ﹤0.01%
63,376
-17,816
985
$1.34M ﹤0.01%
49,389
+16,186
986
$1.33M ﹤0.01%
103,173
987
$1.32M ﹤0.01%
14,516
+272
988
$1.32M ﹤0.01%
12,722
-326
989
$1.31M ﹤0.01%
23,048
-20,227
990
$1.31M ﹤0.01%
4,050
+51
991
$1.3M ﹤0.01%
21,989
+1,575
992
$1.3M ﹤0.01%
12,076
+185
993
$1.29M ﹤0.01%
37,608
+759
994
$1.28M ﹤0.01%
+36,035
995
$1.28M ﹤0.01%
14,868
-321
996
$1.27M ﹤0.01%
9,212
+464
997
$1.27M ﹤0.01%
45,579
-78,684
998
$1.27M ﹤0.01%
13,565
+344
999
$1.27M ﹤0.01%
41,726
-7,180
1000
$1.25M ﹤0.01%
8,836
+5,449
38 39
40
41 42