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
1101
$879K ﹤0.01%
41,903
+19,363
1102
$877K ﹤0.01%
61,279
+950
1103
$869K ﹤0.01%
11,286
+1,421
1104
$868K ﹤0.01%
4,019
-677
1105
$864K ﹤0.01%
9,339
+769
1106
$863K ﹤0.01%
3,675
-347
1107
$862K ﹤0.01%
6,891
-612
1108
$859K ﹤0.01%
33,728
-2,646
1109
$858K ﹤0.01%
4,548
-56
1110
$856K ﹤0.01%
+9,084
1111
$854K ﹤0.01%
100,206
-5,088
1112
$844K ﹤0.01%
326,039
1113
$838K ﹤0.01%
11,801
1114
$836K ﹤0.01%
103,508
-147,554
1115
$834K ﹤0.01%
+34,484
1116
$831K ﹤0.01%
14,560
-22,174
1117
$825K ﹤0.01%
115,340
+10,070
1118
$823K ﹤0.01%
+19,981
1119
$822K ﹤0.01%
55,047
+6,015
1120
$821K ﹤0.01%
17,244
+408
1121
$821K ﹤0.01%
14,252
-1,069
1122
$813K ﹤0.01%
19,888
-5,473
1123
$812K ﹤0.01%
9,758
+725
1124
$810K ﹤0.01%
23,033
-6,763
1125
$809K ﹤0.01%
11,275
-1,048
43 44
45
46 47