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
1151
$753K ﹤0.01%
8,495
-1,171
1152
$752K ﹤0.01%
21,538
+55
1153
$752K ﹤0.01%
86,001
+1,433
1154
$752K ﹤0.01%
+74,400
1155
$748K ﹤0.01%
27,833
+1,710
1156
$744K ﹤0.01%
70,103
+2,099
1157
$743K ﹤0.01%
37,416
+976
1158
$740K ﹤0.01%
51,861
-3,360
1159
$735K ﹤0.01%
117,731
+79,953
1160
$730K ﹤0.01%
17,025
1161
$723K ﹤0.01%
73,451
1162
$721K ﹤0.01%
7,583
-1,566
1163
$719K ﹤0.01%
33,146
+238
1164
$716K ﹤0.01%
495
+52
1165
$710K ﹤0.01%
15,210
-2,160
1166
$708K ﹤0.01%
8,082
-4,434
1167
$701K ﹤0.01%
17,813
-1,602
1168
$701K ﹤0.01%
14,050
-3,318
1169
$695K ﹤0.01%
38,693
-6,398
1170
$695K ﹤0.01%
29,147
+3,696
1171
$689K ﹤0.01%
24,432
-1,957
1172
$685K ﹤0.01%
19,582
-2
1173
$685K ﹤0.01%
5,791
-716
1174
$684K ﹤0.01%
52,334
-15,649
1175
$684K ﹤0.01%
26,999
-11,181
45 46
47
48 49