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
1326
$453K ﹤0.01%
2,296
+102
1327
$453K ﹤0.01%
11,916
+2,754
1328
$452K ﹤0.01%
10,185
+1,354
1329
$448K ﹤0.01%
10,937
+61
1330
$447K ﹤0.01%
9,274
-19,286
1331
$447K ﹤0.01%
4,457
+78
1332
$446K ﹤0.01%
9,417
-11,270
1333
$445K ﹤0.01%
39,766
+61
1334
$445K ﹤0.01%
21,719
+162
1335
$444K ﹤0.01%
+13,952
1336
$443K ﹤0.01%
51,462
-8,800
1337
$443K ﹤0.01%
29,575
-1,000
1338
$440K ﹤0.01%
13,084
+134
1339
$438K ﹤0.01%
4,421
+157
1340
$437K ﹤0.01%
10,882
-123
1341
$437K ﹤0.01%
14,767
-125
1342
$435K ﹤0.01%
5,457
+781
1343
$434K ﹤0.01%
8,280
+213
1344
$434K ﹤0.01%
21,961
-638
1345
$433K ﹤0.01%
1,305
+94
1346
$429K ﹤0.01%
10,060
-10,552
1347
$427K ﹤0.01%
37,159
-1,734
1348
$425K ﹤0.01%
50,945
+5,921
1349
$425K ﹤0.01%
10,932
-767
1350
$425K ﹤0.01%
8,771
-50
52 53
54
55 56