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
1051
$1.18M ﹤0.01%
180,898
-9,433
1052
$1.17M ﹤0.01%
55,513
-71,844
1053
$1.17M ﹤0.01%
13,097
-992
1054
$1.17M ﹤0.01%
52,896
+775
1055
$1.17M ﹤0.01%
58,562
+7,920
1056
$1.17M ﹤0.01%
26,227
-393
1057
$1.16M ﹤0.01%
11,427
+3,345
1058
$1.16M ﹤0.01%
70,585
+3,570
1059
$1.16M ﹤0.01%
11,303
-773
1060
$1.16M ﹤0.01%
26,401
-354
1061
$1.15M ﹤0.01%
5,000
1062
$1.15M ﹤0.01%
57,137
-2,153
1063
$1.15M ﹤0.01%
8,003
-833
1064
$1.14M ﹤0.01%
23,329
-33
1065
$1.14M ﹤0.01%
148,637
-6,958
1066
$1.13M ﹤0.01%
34,136
+2,642
1067
$1.13M ﹤0.01%
17,485
+1,205
1068
$1.12M ﹤0.01%
63,543
+510
1069
$1.12M ﹤0.01%
10,404
-361
1070
$1.12M ﹤0.01%
153,908
-7,192
1071
$1.1M ﹤0.01%
19,002
-1,236
1072
$1.1M ﹤0.01%
+34,487
1073
$1.1M ﹤0.01%
110,889
-5,219
1074
$1.1M ﹤0.01%
45,836
-161
1075
$1.1M ﹤0.01%
46,525
+2,220
41 42
43
44 45