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
101
$91.2M 0.23%
377,449
-13,567
102
$90.8M 0.22%
1,793,287
-189,693
103
$90.7M 0.22%
2,161,696
-612,636
104
$86.8M 0.21%
773,390
+477,601
105
$86.6M 0.21%
536,098
+3,333
106
$86.5M 0.21%
405,054
+3,269
107
$83M 0.2%
425,947
+3,966
108
$82.7M 0.2%
239,749
+34,203
109
$82.5M 0.2%
547,370
+127,735
110
$82M 0.2%
255,466
-1,012
111
$81.8M 0.2%
269,185
+3,216
112
$80.4M 0.2%
381,384
+10,583
113
$79.7M 0.2%
249,749
-53,000
114
$79.6M 0.2%
206,074
-51,856
115
$79.5M 0.2%
433,978
+63,002
116
$79.1M 0.2%
384,191
+3,736
117
$78.6M 0.19%
228,934
+4,478
118
$77.7M 0.19%
669,198
+4,330
119
$77.7M 0.19%
1,335,635
+21,462
120
$77.6M 0.19%
473,429
+96,775
121
$77.6M 0.19%
789,562
+9,183
122
$77.5M 0.19%
1,058,190
+14,415
123
$77.3M 0.19%
270,347
+51,966
124
$76.4M 0.19%
446,640
-82,139
125
$76M 0.19%
304,882
-67,403
3 4
5
6 7