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
1176
$768K ﹤0.01%
+17,937
1177
$767K ﹤0.01%
12,777
+8,142
1178
$764K ﹤0.01%
+40,886
1179
$762K ﹤0.01%
92,617
+15,470
1180
$760K ﹤0.01%
89,840
+17,275
1181
$758K ﹤0.01%
+37,654
1182
$756K ﹤0.01%
23,908
+3,425
1183
$756K ﹤0.01%
+16,726
1184
$752K ﹤0.01%
34,653
+9,246
1185
$751K ﹤0.01%
86,176
+175
1186
$749K ﹤0.01%
16,864
+1,273
1187
$748K ﹤0.01%
28,122
+7,644
1188
$747K ﹤0.01%
+27,153
1189
$745K ﹤0.01%
+20,026
1190
$745K ﹤0.01%
26,797
-3,440
1191
$745K ﹤0.01%
11,800
-1,475
1192
$745K ﹤0.01%
49,679
-3,294
1193
$744K ﹤0.01%
88,068
+13,763
1194
$743K ﹤0.01%
4,067
+107
1195
$736K ﹤0.01%
24,977
+5,177
1196
$726K ﹤0.01%
3,587
-432
1197
$724K ﹤0.01%
10,057
-109
1198
$724K ﹤0.01%
55,220
+2,886
1199
$723K ﹤0.01%
18,719
+3,232
1200
$716K ﹤0.01%
17,025
46 47
48
49 50