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
1076
$974K ﹤0.01%
17,810
+1,604
1077
$971K ﹤0.01%
20,238
-4,320
1078
$963K ﹤0.01%
20,715
+4,245
1079
$959K ﹤0.01%
13,463
+6,867
1080
$943K ﹤0.01%
6,003
-311
1081
$941K ﹤0.01%
10,938
1082
$941K ﹤0.01%
22,172
+118
1083
$940K ﹤0.01%
+45,997
1084
$936K ﹤0.01%
+31,821
1085
$933K ﹤0.01%
13,275
+1,700
1086
$931K ﹤0.01%
15,976
+76
1087
$931K ﹤0.01%
59,367
+6,414
1088
$929K ﹤0.01%
90,235
-6,431
1089
$928K ﹤0.01%
31,069
-840
1090
$925K ﹤0.01%
97,916
-378
1091
$924K ﹤0.01%
3,296
-2,280
1092
$917K ﹤0.01%
23,541
-29
1093
$916K ﹤0.01%
18,513
-393,912
1094
$908K ﹤0.01%
113,843
+978
1095
$906K ﹤0.01%
15,960
+8,145
1096
$900K ﹤0.01%
8,415
+3,937
1097
$898K ﹤0.01%
97,321
+1,113
1098
$897K ﹤0.01%
54,552
+93
1099
$884K ﹤0.01%
30,237
+2,411
1100
$882K ﹤0.01%
17,142
+1,174
42 43
44
45 46