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
1176
$678K ﹤0.01%
13,715
+7,408
1177
$675K ﹤0.01%
57,048
+34,546
1178
$673K ﹤0.01%
4,370
-109
1179
$672K ﹤0.01%
8,169
-1,540
1180
$672K ﹤0.01%
27,727
-235
1181
$671K ﹤0.01%
3,311
+572
1182
$671K ﹤0.01%
7,690
-1,856
1183
$670K ﹤0.01%
+141,554
1184
$669K ﹤0.01%
14,182
-242
1185
$668K ﹤0.01%
1,115
-4,283
1186
$668K ﹤0.01%
57,955
+1,094
1187
$667K ﹤0.01%
8,830
-84
1188
$667K ﹤0.01%
58,874
+1,690
1189
$666K ﹤0.01%
26,513
1190
$665K ﹤0.01%
+52,399
1191
$664K ﹤0.01%
52,973
+22,500
1192
$663K ﹤0.01%
22,810
-2,210
1193
$661K ﹤0.01%
29,619
-4,020
1194
$661K ﹤0.01%
13,078
-2,482
1195
$660K ﹤0.01%
12,946
-14,060
1196
$658K ﹤0.01%
10,409
+10
1197
$657K ﹤0.01%
103,999
+33,909
1198
$656K ﹤0.01%
3,960
+34
1199
$651K ﹤0.01%
+28,349
1200
$649K ﹤0.01%
15,591
+4,303
46 47
48
49 50