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
1301
$493K ﹤0.01%
6,707
-418
1302
$492K ﹤0.01%
7,393
-7,712
1303
$492K ﹤0.01%
17,180
-1,521
1304
$491K ﹤0.01%
15,450
+8,250
1305
$490K ﹤0.01%
14,338
+1,782
1306
$488K ﹤0.01%
10,085
+1,410
1307
$486K ﹤0.01%
11,874
+2,272
1308
$484K ﹤0.01%
6,812
+171
1309
$478K ﹤0.01%
2,233
-220
1310
$477K ﹤0.01%
74,305
+2,980
1311
$472K ﹤0.01%
19,700
-50,016
1312
$469K ﹤0.01%
8,042
-456
1313
$465K ﹤0.01%
10,119
+481
1314
$465K ﹤0.01%
41,812
-9,961
1315
$464K ﹤0.01%
4,892
+564
1316
$464K ﹤0.01%
2,518
+109
1317
$461K ﹤0.01%
11,096
+6,548
1318
$460K ﹤0.01%
7,219
-515
1319
$460K ﹤0.01%
4,632
-9,725
1320
$459K ﹤0.01%
8,175
-204,597
1321
$458K ﹤0.01%
14,921
-15
1322
$457K ﹤0.01%
37,868
-88,526
1323
$456K ﹤0.01%
7,054
+1,070
1324
$454K ﹤0.01%
6,538
-41
1325
$454K ﹤0.01%
4,694
+247
51 52
53
54 55