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
1251
$612K ﹤0.01%
35,049
+4,353
1252
$610K ﹤0.01%
75,962
-3,282
1253
$609K ﹤0.01%
25,643
-86,387
1254
$607K ﹤0.01%
8,245
+4,684
1255
$605K ﹤0.01%
+4,461
1256
$604K ﹤0.01%
28,959
-660
1257
$602K ﹤0.01%
10,850
-32
1258
$602K ﹤0.01%
+65,184
1259
$600K ﹤0.01%
14,462
+4,377
1260
$600K ﹤0.01%
16,190
-200
1261
$596K ﹤0.01%
14,905
+1,528
1262
$592K ﹤0.01%
21,647
-14
1263
$587K ﹤0.01%
9,944
+5,505
1264
$586K ﹤0.01%
502
+67
1265
$579K ﹤0.01%
4,521
-72
1266
$578K ﹤0.01%
+54,230
1267
$576K ﹤0.01%
10,859
-475
1268
$575K ﹤0.01%
+5,264
1269
$574K ﹤0.01%
12,625
-1,694
1270
$569K ﹤0.01%
54,754
+703
1271
$569K ﹤0.01%
8,480
+1,426
1272
$569K ﹤0.01%
12,392
-1,658
1273
$566K ﹤0.01%
10,409
1274
$566K ﹤0.01%
13,571
-119,185
1275
$564K ﹤0.01%
10,746
-320
49 50
51
52 53