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
1026
$1.17M ﹤0.01%
63,492
+2,316
1027
$1.17M ﹤0.01%
+75,350
1028
$1.16M ﹤0.01%
35,442
-18,001
1029
$1.16M ﹤0.01%
63,033
+1,728
1030
$1.15M ﹤0.01%
10,234
+979
1031
$1.15M ﹤0.01%
26,755
-1,213
1032
$1.15M ﹤0.01%
116,108
+17,080
1033
$1.15M ﹤0.01%
+9,450
1034
$1.13M ﹤0.01%
155,595
+47,781
1035
$1.13M ﹤0.01%
23,362
+4,046
1036
$1.12M ﹤0.01%
161,100
+51,839
1037
$1.12M ﹤0.01%
44,305
+899
1038
$1.12M ﹤0.01%
13,169
-640
1039
$1.11M ﹤0.01%
27,807
-32
1040
$1.11M ﹤0.01%
25,242
+276
1041
$1.11M ﹤0.01%
30,074
-2,041
1042
$1.11M ﹤0.01%
38,943
+17,295
1043
$1.1M ﹤0.01%
59,560
+516
1044
$1.1M ﹤0.01%
33,339
-67
1045
$1.08M ﹤0.01%
67,015
+1,342
1046
$1.08M ﹤0.01%
1,403,816
-625,378
1047
$1.07M ﹤0.01%
52,121
-810
1048
$1.07M ﹤0.01%
10,108
-7
1049
$1.07M ﹤0.01%
23,530
+15,735
1050
$1.07M ﹤0.01%
13,492
+2,229
40 41
42
43 44