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
1251
$564K ﹤0.01%
+11,066
1252
$563K ﹤0.01%
+12,258
1253
$561K ﹤0.01%
35,579
+5,719
1254
$560K ﹤0.01%
1,656
-241
1255
$557K ﹤0.01%
16,390
-3,374
1256
$557K ﹤0.01%
49,388
-12,335
1257
$556K ﹤0.01%
5,152
+142
1258
$553K ﹤0.01%
13,377
-11,029
1259
$553K ﹤0.01%
54,999
-42,897
1260
$550K ﹤0.01%
45,299
-286
1261
$549K ﹤0.01%
6,411
+365
1262
$548K ﹤0.01%
+29,511
1263
$547K ﹤0.01%
17,635
-1,977
1264
$547K ﹤0.01%
12,129
+751
1265
$546K ﹤0.01%
25,407
-91
1266
$544K ﹤0.01%
54,051
-327
1267
$544K ﹤0.01%
83,907
+548
1268
$542K ﹤0.01%
1,064
+164
1269
$542K ﹤0.01%
4,593
-166
1270
$540K ﹤0.01%
20,478
-1,000
1271
$540K ﹤0.01%
79,244
+12,312
1272
$537K ﹤0.01%
12,821
-4,937
1273
$534K ﹤0.01%
20,297
1274
$533K ﹤0.01%
15,350
1275
$533K ﹤0.01%
15,873
+482
49 50
51
52 53