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
1001
$1.25M ﹤0.01%
18,201
+2,345
1002
$1.25M ﹤0.01%
19,447
+150
1003
$1.24M ﹤0.01%
14,621
-2,017
1004
$1.24M ﹤0.01%
190,331
+4,535
1005
$1.24M ﹤0.01%
51,266
-115,542
1006
$1.23M ﹤0.01%
27,867
-581
1007
$1.23M ﹤0.01%
76,160
-3,443
1008
$1.22M ﹤0.01%
55,649
+59
1009
$1.22M ﹤0.01%
8,508
-497
1010
$1.22M ﹤0.01%
58,080
-22,887
1011
$1.22M ﹤0.01%
32,938
+1,087
1012
$1.22M ﹤0.01%
27,809
+44
1013
$1.21M ﹤0.01%
68,613
-655
1014
$1.21M ﹤0.01%
19,246
+569
1015
$1.21M ﹤0.01%
21,807
-33,448
1016
$1.21M ﹤0.01%
19,737
+1,772
1017
$1.21M ﹤0.01%
53,442
-1
1018
$1.2M ﹤0.01%
32,234
+5,820
1019
$1.2M ﹤0.01%
10,393
-668
1020
$1.2M ﹤0.01%
19,043
+118
1021
$1.19M ﹤0.01%
10,765
-7,692
1022
$1.19M ﹤0.01%
21,504
-7,629
1023
$1.18M ﹤0.01%
106,667
+2,403
1024
$1.18M ﹤0.01%
16,061
+230
1025
$1.18M ﹤0.01%
14,089
-2,123
39 40
41
42 43