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
1076
$1.07M ﹤0.01%
6,953
+122
1077
$1.07M ﹤0.01%
19,725
-2,264
1078
$1.07M ﹤0.01%
6,864
-2,348
1079
$1.06M ﹤0.01%
31,754
-10,841
1080
$1.05M ﹤0.01%
50,280
-176,916
1081
$1.03M ﹤0.01%
48,316
-1,832
1082
$1.03M ﹤0.01%
19,781
-10,260
1083
$1.03M ﹤0.01%
35,141
+7,308
1084
$1.03M ﹤0.01%
58,869
+14,178
1085
$1.02M ﹤0.01%
31,095
+26
1086
$1.02M ﹤0.01%
326,039
1087
$1.01M ﹤0.01%
30,350
-1,884
1088
$1.01M ﹤0.01%
29,269
+14,502
1089
$1.01M ﹤0.01%
41,055
+586
1090
$1M ﹤0.01%
11,911
-1,258
1091
$1M ﹤0.01%
68,379
-6,971
1092
$1M ﹤0.01%
9,082
-246
1093
$996K ﹤0.01%
32,148
+3,270
1094
$996K ﹤0.01%
+33,631
1095
$984K ﹤0.01%
38,439
-45,511
1096
$982K ﹤0.01%
43,585
-183,333
1097
$973K ﹤0.01%
+18,405
1098
$959K ﹤0.01%
31,653
-2,075
1099
$957K ﹤0.01%
+9,835
1100
$956K ﹤0.01%
14,284
+32
42 43
44
45 46