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
1351
$424K ﹤0.01%
5,771
+692
1352
$424K ﹤0.01%
6,994
+1
1353
$424K ﹤0.01%
15,098
+2,282
1354
$422K ﹤0.01%
31,781
+1,818
1355
$420K ﹤0.01%
10,456
+974
1356
$420K ﹤0.01%
2,843
+209
1357
$420K ﹤0.01%
34,624
-134,118
1358
$420K ﹤0.01%
14,911
-2,751
1359
$419K ﹤0.01%
21,661
+8,041
1360
$418K ﹤0.01%
10,605
+301
1361
$418K ﹤0.01%
14,096
-234
1362
$416K ﹤0.01%
8,444
+1,504
1363
$416K ﹤0.01%
5,060
+1,934
1364
$415K ﹤0.01%
51,125
+10,023
1365
$414K ﹤0.01%
14,685
-771
1366
$414K ﹤0.01%
11,103
+3,661
1367
$413K ﹤0.01%
+17,804
1368
$413K ﹤0.01%
12,809
-118
1369
$412K ﹤0.01%
+12,708
1370
$412K ﹤0.01%
4,131
+119
1371
$410K ﹤0.01%
10,947
+887
1372
$408K ﹤0.01%
1,360
-581
1373
$408K ﹤0.01%
45,233
+82
1374
$408K ﹤0.01%
9,139
+266
1375
$408K ﹤0.01%
+16,341
53 54
55
56 57