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
1026
$1.27M ﹤0.01%
72,402
+10,423
1027
$1.27M ﹤0.01%
20,056
+2,246
1028
$1.27M ﹤0.01%
12,244
+1,851
1029
$1.27M ﹤0.01%
12,534
-4,938
1030
$1.26M ﹤0.01%
4,092
+42
1031
$1.24M ﹤0.01%
+324,626
1032
$1.24M ﹤0.01%
76,068
-684,632
1033
$1.24M ﹤0.01%
19,826
+89
1034
$1.24M ﹤0.01%
12,709
-13
1035
$1.24M ﹤0.01%
8,480
-28
1036
$1.23M ﹤0.01%
114,258
+11,000
1037
$1.23M ﹤0.01%
53,442
1038
$1.23M ﹤0.01%
50,290
-976
1039
$1.21M ﹤0.01%
171,698
+56,358
1040
$1.21M ﹤0.01%
58,279
-3,909
1041
$1.21M ﹤0.01%
106,167
-500
1042
$1.2M ﹤0.01%
12,986
-1,530
1043
$1.2M ﹤0.01%
143,976
+69,316
1044
$1.2M ﹤0.01%
49,262
+29,562
1045
$1.19M ﹤0.01%
10,388
+938
1046
$1.18M ﹤0.01%
33,829
+490
1047
$1.18M ﹤0.01%
54,311
-5,058
1048
$1.18M ﹤0.01%
38,058
+6,237
1049
$1.18M ﹤0.01%
15,175
+7,925
1050
$1.18M ﹤0.01%
+16,736
40 41
42
43 44