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
1051
$1.07M ﹤0.01%
103,258
+23,196
1052
$1.07M ﹤0.01%
15,602
-2,211
1053
$1.06M ﹤0.01%
95,363
+34,169
1054
$1.06M ﹤0.01%
61,979
-26,341
1055
$1.06M ﹤0.01%
+26,070
1056
$1.05M ﹤0.01%
5,000
-98
1057
$1.05M ﹤0.01%
28,280
+11
1058
$1.05M ﹤0.01%
24,997
+368
1059
$1.02M ﹤0.01%
9,328
-494
1060
$1.02M ﹤0.01%
26,620
-1,178
1061
$1.02M ﹤0.01%
11,455
+2,608
1062
$1.02M ﹤0.01%
+50,642
1063
$1.02M ﹤0.01%
7,388
+1,110
1064
$1.01M ﹤0.01%
25,216
-743
1065
$1.01M ﹤0.01%
2,393
+88
1066
$1M ﹤0.01%
22,369
+102
1067
$1M ﹤0.01%
28,878
+411
1068
$994K ﹤0.01%
9,526
+4,201
1069
$990K ﹤0.01%
30,135
+2,272
1070
$989K ﹤0.01%
75,363
-449
1071
$988K ﹤0.01%
22,505
-93,387
1072
$982K ﹤0.01%
16,280
+590
1073
$980K ﹤0.01%
6,831
-661
1074
$980K ﹤0.01%
31,494
-5,433
1075
$976K ﹤0.01%
40,469
+6,564
41 42
43
44 45