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
1326
$489K ﹤0.01%
12,739
-82
1327
$488K ﹤0.01%
15,441
+530
1328
$487K ﹤0.01%
23,515
+7,174
1329
$486K ﹤0.01%
15,193
+656
1330
$481K ﹤0.01%
10,120
+60
1331
$481K ﹤0.01%
+7,041
1332
$481K ﹤0.01%
6,187
+1,537
1333
$479K ﹤0.01%
46,252
-141
1334
$478K ﹤0.01%
22,122
+161
1335
$473K ﹤0.01%
21,841
+4,773
1336
$473K ﹤0.01%
10,836
-27,498
1337
$471K ﹤0.01%
39,543
+2,384
1338
$469K ﹤0.01%
6,838
+26
1339
$468K ﹤0.01%
22,724
+1,005
1340
$466K ﹤0.01%
4,998
-3,417
1341
$466K ﹤0.01%
53,004
-37,231
1342
$466K ﹤0.01%
9,049
-1,070
1343
$465K ﹤0.01%
50,590
-535
1344
$465K ﹤0.01%
7,204
+3,578
1345
$465K ﹤0.01%
4,775
+81
1346
$465K ﹤0.01%
25,663
-677
1347
$464K ﹤0.01%
2,285
-11
1348
$463K ﹤0.01%
43,294
-54,622
1349
$460K ﹤0.01%
7,676
-550
1350
$459K ﹤0.01%
11,640
-1,646
52 53
54
55 56