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
1201
$648K ﹤0.01%
11,000
1202
$644K ﹤0.01%
57,806
-31,607
1203
$643K ﹤0.01%
9,613
+808
1204
$642K ﹤0.01%
12,983
-285
1205
$641K ﹤0.01%
3,834
-532
1206
$640K ﹤0.01%
4,665
-311
1207
$633K ﹤0.01%
60,915
-346
1208
$629K ﹤0.01%
19,256
+1,636
1209
$628K ﹤0.01%
13,286
-2,076
1210
$625K ﹤0.01%
77,147
+32,423
1211
$624K ﹤0.01%
20,585
+1,425
1212
$624K ﹤0.01%
2,226
-305
1213
$622K ﹤0.01%
72,565
+61,245
1214
$621K ﹤0.01%
56,029
-5,500
1215
$617K ﹤0.01%
13,314
+4,145
1216
$615K ﹤0.01%
74,660
-277
1217
$613K ﹤0.01%
26,698
-821
1218
$608K ﹤0.01%
14,621
-3,338
1219
$607K ﹤0.01%
74,301
+24,862
1220
$598K ﹤0.01%
23,881
-2,240
1221
$597K ﹤0.01%
11,334
+580
1222
$596K ﹤0.01%
15,430
1223
$595K ﹤0.01%
+16,979
1224
$595K ﹤0.01%
452
-333
1225
$593K ﹤0.01%
19,800
+3,455
47 48
49
50 51