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
976
$1.51M ﹤0.01%
9,862
-2,856
977
$1.51M ﹤0.01%
97,562
+4,638
978
$1.51M ﹤0.01%
20,511
-3,324
979
$1.5M ﹤0.01%
31,750
+19,492
980
$1.5M ﹤0.01%
237,271
+201,322
981
$1.5M ﹤0.01%
76,893
-50,313
982
$1.5M ﹤0.01%
28,054
-658
983
$1.49M ﹤0.01%
27,584
+58
984
$1.47M ﹤0.01%
85,718
-10,102
985
$1.45M ﹤0.01%
22,387
-4,997
986
$1.45M ﹤0.01%
26,609
+4,240
987
$1.44M ﹤0.01%
79,262
+3,006
988
$1.44M ﹤0.01%
29,091
-2,215
989
$1.44M ﹤0.01%
1,733,271
+329,455
990
$1.43M ﹤0.01%
10,708
+7,026
991
$1.43M ﹤0.01%
36,147
+3,209
992
$1.42M ﹤0.01%
10,693
+459
993
$1.42M ﹤0.01%
32,717
+23,104
994
$1.42M ﹤0.01%
91,123
-4,240
995
$1.41M ﹤0.01%
55,501
+19,801
996
$1.41M ﹤0.01%
77,106
+946
997
$1.41M ﹤0.01%
7,618
+230
998
$1.41M ﹤0.01%
28,104
+295
999
$1.4M ﹤0.01%
64,497
+1,121
1000
$1.4M ﹤0.01%
33,377
+1,827
38 39
40
41 42