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
1126
$887K ﹤0.01%
8,092
-403
1127
$885K ﹤0.01%
34,208
+4,367
1128
$883K ﹤0.01%
11,328
+53
1129
$883K ﹤0.01%
20,189
-526
1130
$882K ﹤0.01%
28,740
-1,334
1131
$882K ﹤0.01%
48,923
-14,569
1132
$880K ﹤0.01%
20,952
+7,237
1133
$875K ﹤0.01%
30,099
-36
1134
$875K ﹤0.01%
11,147
-3,721
1135
$874K ﹤0.01%
7,283
+392
1136
$871K ﹤0.01%
13,775
-4,426
1137
$863K ﹤0.01%
+12,735
1138
$863K ﹤0.01%
2,410
+1,105
1139
$863K ﹤0.01%
26,515
-113,179
1140
$861K ﹤0.01%
34,413
-71
1141
$859K ﹤0.01%
15,198
-12
1142
$859K ﹤0.01%
14,283
-1,778
1143
$859K ﹤0.01%
47,764
+34,827
1144
$853K ﹤0.01%
20,177
+14,455
1145
$853K ﹤0.01%
16,664
-478
1146
$852K ﹤0.01%
53,179
-8,100
1147
$851K ﹤0.01%
24,349
-83
1148
$850K ﹤0.01%
72,127
+37,503
1149
$849K ﹤0.01%
8,403
+4,272
1150
$848K ﹤0.01%
11,162
-639
44 45
46
47 48