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
1126
$809K ﹤0.01%
6,375
+103
1127
$808K ﹤0.01%
9,854
+5,175
1128
$807K ﹤0.01%
556,287
+38,476
1129
$806K ﹤0.01%
20,483
+396
1130
$804K ﹤0.01%
6,013
-251
1131
$796K ﹤0.01%
6,865
-696
1132
$796K ﹤0.01%
3,636
+1,441
1133
$795K ﹤0.01%
3,371
-1,112
1134
$794K ﹤0.01%
35,700
-1,275
1135
$791K ﹤0.01%
17,218
+6,569
1136
$788K ﹤0.01%
32,203
-12,483
1137
$787K ﹤0.01%
2,215
+112
1138
$786K ﹤0.01%
16,692
-102
1139
$785K ﹤0.01%
13,483
-3,186
1140
$781K ﹤0.01%
12,805
+197
1141
$776K ﹤0.01%
76,735
+1,905
1142
$774K ﹤0.01%
28,213
-770
1143
$773K ﹤0.01%
89,418
+63,150
1144
$770K ﹤0.01%
3,086
+519
1145
$768K ﹤0.01%
1,172
+202
1146
$768K ﹤0.01%
29,841
-1,000
1147
$766K ﹤0.01%
25,184
1148
$765K ﹤0.01%
44,691
+1,719
1149
$765K ﹤0.01%
6,373
-2,046
1150
$762K ﹤0.01%
17,310
-22
44 45
46
47 48