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
1376
$404K ﹤0.01%
24,382
-1,316
1377
$404K ﹤0.01%
9,138
+2,706
1378
$403K ﹤0.01%
+8,876
1379
$400K ﹤0.01%
4,935
-36
1380
$399K ﹤0.01%
10,485
-1,981
1381
$397K ﹤0.01%
2,439
+139
1382
$396K ﹤0.01%
24,660
-194
1383
$395K ﹤0.01%
10,898
-712
1384
$395K ﹤0.01%
7,385
-230
1385
$394K ﹤0.01%
6,452
-572
1386
$393K ﹤0.01%
7,173
+666
1387
$393K ﹤0.01%
4,073
+387
1388
$384K ﹤0.01%
8,533
-11,798
1389
$378K ﹤0.01%
944
+24
1390
$378K ﹤0.01%
15,734
-107
1391
$370K ﹤0.01%
5,912
-353
1392
$370K ﹤0.01%
14,923
-11,400
1393
$369K ﹤0.01%
13,039
+1
1394
$368K ﹤0.01%
23,049
+1,984
1395
$366K ﹤0.01%
12,396
-257
1396
$366K ﹤0.01%
4,790
+620
1397
$365K ﹤0.01%
1,684
+286
1398
$364K ﹤0.01%
+4,559
1399
$363K ﹤0.01%
7,381
-43
1400
$360K ﹤0.01%
9,866
-12
54 55
56
57 58