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
1151
$845K ﹤0.01%
16,475
-2,038
1152
$844K ﹤0.01%
10,226
-2,720
1153
$844K ﹤0.01%
17,658
-155
1154
$843K ﹤0.01%
+23,191
1155
$836K ﹤0.01%
+80,650
1156
$833K ﹤0.01%
10,094
+336
1157
$825K ﹤0.01%
20,606
-4,391
1158
$825K ﹤0.01%
43,874
-7,987
1159
$819K ﹤0.01%
17,310
1160
$812K ﹤0.01%
11,686
-1,119
1161
$812K ﹤0.01%
3,336
-339
1162
$812K ﹤0.01%
25,184
1163
$810K ﹤0.01%
9,107
-232
1164
$802K ﹤0.01%
+21,859
1165
$799K ﹤0.01%
10,976
-310
1166
$797K ﹤0.01%
31,355
+4,356
1167
$795K ﹤0.01%
28,449
+236
1168
$792K ﹤0.01%
19,244
-644
1169
$787K ﹤0.01%
26,707
-23,989
1170
$786K ﹤0.01%
+29,510
1171
$784K ﹤0.01%
69,657
-446
1172
$780K ﹤0.01%
19,005
-6,211
1173
$776K ﹤0.01%
8,743
+1,053
1174
$774K ﹤0.01%
1,102
-13
1175
$771K ﹤0.01%
4,972
+602
45 46
47
48 49