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
1101
$950K ﹤0.01%
117,151
+3,308
1102
$946K ﹤0.01%
99,629
+2,308
1103
$945K ﹤0.01%
+20,324
1104
$938K ﹤0.01%
38,237
-40,362
1105
$936K ﹤0.01%
10,181
-20,218
1106
$934K ﹤0.01%
26,725
+7,469
1107
$929K ﹤0.01%
22,657
+16,651
1108
$928K ﹤0.01%
17,007
-33,993
1109
$927K ﹤0.01%
+10,121
1110
$923K ﹤0.01%
10,682
-773
1111
$921K ﹤0.01%
15,997
+21
1112
$921K ﹤0.01%
6,095
+92
1113
$914K ﹤0.01%
15,570
+1,010
1114
$911K ﹤0.01%
37,949
+8,802
1115
$905K ﹤0.01%
70,554
+43,013
1116
$904K ﹤0.01%
4,512
+1,994
1117
$904K ﹤0.01%
16,820
+128
1118
$900K ﹤0.01%
20,830
+849
1119
$899K ﹤0.01%
10,924
-14
1120
$898K ﹤0.01%
+11,946
1121
$898K ﹤0.01%
16,440
+480
1122
$897K ﹤0.01%
2,527
+871
1123
$896K ﹤0.01%
156,168
+123,906
1124
$890K ﹤0.01%
25,599
-2,681
1125
$890K ﹤0.01%
16,937
+4,755
43 44
45
46 47