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
1276
$562K ﹤0.01%
12,957
+828
1277
$561K ﹤0.01%
12,855
1278
$558K ﹤0.01%
38,676
-17
1279
$558K ﹤0.01%
47,421
-1,967
1280
$556K ﹤0.01%
80,422
-3,485
1281
$555K ﹤0.01%
2,126
-100
1282
$555K ﹤0.01%
13,565
+481
1283
$554K ﹤0.01%
5,110
-42
1284
$553K ﹤0.01%
12,889
-852
1285
$553K ﹤0.01%
45,916
+617
1286
$550K ﹤0.01%
55,365
+366
1287
$550K ﹤0.01%
5,228
+596
1288
$550K ﹤0.01%
34,456
-1,123
1289
$549K ﹤0.01%
9,888
-1,208
1290
$547K ﹤0.01%
6,432
+21
1291
$547K ﹤0.01%
99,992
-637
1292
$546K ﹤0.01%
5,992
-12
1293
$546K ﹤0.01%
4,064
+15
1294
$544K ﹤0.01%
17,802
+91
1295
$541K ﹤0.01%
12,754
+2,569
1296
$540K ﹤0.01%
14,234
-387
1297
$539K ﹤0.01%
5,530
+2,170
1298
$537K ﹤0.01%
3,950
-361
1299
$535K ﹤0.01%
7,578
-623
1300
$530K ﹤0.01%
35,035
-1,501
50 51
52
53 54