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
1351
$458K ﹤0.01%
51,462
1352
$456K ﹤0.01%
9,159
+715
1353
$456K ﹤0.01%
7,216
-3
1354
$449K ﹤0.01%
13,806
-146
1355
$448K ﹤0.01%
73,820
+1,285
1356
$447K ﹤0.01%
14,318
+222
1357
$444K ﹤0.01%
37,166
-702
1358
$443K ﹤0.01%
6,520
+2,790
1359
$441K ﹤0.01%
4,424
+3
1360
$440K ﹤0.01%
+24,250
1361
$439K ﹤0.01%
14,715
-715
1362
$439K ﹤0.01%
2,447
+8
1363
$438K ﹤0.01%
+3,843
1364
$438K ﹤0.01%
978
+34
1365
$436K ﹤0.01%
8,481
-290
1366
$435K ﹤0.01%
10,094
-1,822
1367
$433K ﹤0.01%
1,463
+103
1368
$433K ﹤0.01%
+8,263
1369
$433K ﹤0.01%
8,065
+1,613
1370
$433K ﹤0.01%
6,770
-105
1371
$431K ﹤0.01%
9,514
+375
1372
$428K ﹤0.01%
5,055
+868
1373
$426K ﹤0.01%
10,365
-91
1374
$424K ﹤0.01%
6,993
-1
1375
$423K ﹤0.01%
5,783
+701
53 54
55
56 57