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
1226
$593K ﹤0.01%
19,671
-11
1227
$593K ﹤0.01%
17,711
+36
1228
$592K ﹤0.01%
42,985
-1,087
1229
$592K ﹤0.01%
87,035
-12,666
1230
$590K ﹤0.01%
15,487
-5,381
1231
$589K ﹤0.01%
103,388
-88,938
1232
$585K ﹤0.01%
+26,512
1233
$583K ﹤0.01%
6,773
-2,709
1234
$580K ﹤0.01%
6,767
+3,482
1235
$579K ﹤0.01%
6,113
+74
1236
$579K ﹤0.01%
10,166
-1,142
1237
$579K ﹤0.01%
7,943
+33
1238
$578K ﹤0.01%
105,216
-1,627
1239
$577K ﹤0.01%
30,696
+692
1240
$577K ﹤0.01%
14,319
+4,272
1241
$576K ﹤0.01%
12,410
-506
1242
$574K ﹤0.01%
19,324
-39,525
1243
$573K ﹤0.01%
57,505
-18,165
1244
$571K ﹤0.01%
7,250
-347
1245
$570K ﹤0.01%
23,154
-20,282
1246
$568K ﹤0.01%
17,071
+894
1247
$568K ﹤0.01%
+4,896
1248
$566K ﹤0.01%
12,855
1249
$566K ﹤0.01%
12,442
-673
1250
$565K ﹤0.01%
12,182
+1,165
48 49
50
51 52