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
101
$81.5M 0.21%
890,459
-38,524
102
$81.2M 0.21%
528,779
+1,346
103
$81.2M 0.21%
803,492
-357,735
104
$79.4M 0.21%
5,435,880
+106,210
105
$79.3M 0.21%
372,285
+87,195
106
$78.8M 0.21%
490,805
-2,338
107
$78.8M 0.21%
1,095,355
+51,595
108
$78M 0.21%
401,785
-3,770
109
$77M 0.2%
826,358
-24,348
110
$76.8M 0.2%
165,145
+19,088
111
$75.6M 0.2%
370,801
+14,498
112
$75.4M 0.2%
421,981
-3,706
113
$75.3M 0.2%
265,969
+51,129
114
$75.3M 0.2%
664,868
-16,972
115
$73.7M 0.19%
419,635
+892
116
$73.3M 0.19%
293,723
+6,191
117
$73.2M 0.19%
463,711
+32,400
118
$73.2M 0.19%
2,637,150
-35,550
119
$72.3M 0.19%
971,175
+196,365
120
$72.2M 0.19%
557,174
+4,781
121
$71.9M 0.19%
345,347
+43,223
122
$71.6M 0.19%
581,261
+11,580
123
$71.4M 0.19%
923,608
-247,747
124
$69.7M 0.18%
212,756
-2,809
125
$69.3M 0.18%
640,527
+97,425
3 4
5
6 7