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
1376
$422K ﹤0.01%
10,658
-279
1377
$421K ﹤0.01%
+6,806
1378
$421K ﹤0.01%
6,535
+3,372
1379
$420K ﹤0.01%
6,883
+2,200
1380
$420K ﹤0.01%
11,246
+348
1381
$418K ﹤0.01%
8,313
+33
1382
$417K ﹤0.01%
965,080
-588,390
1383
$417K ﹤0.01%
16,158
-10,355
1384
$417K ﹤0.01%
+3,492
1385
$415K ﹤0.01%
15,938
+204
1386
$414K ﹤0.01%
8,957
+1,633
1387
$413K ﹤0.01%
5,708
+1,463
1388
$412K ﹤0.01%
3,448
-1,009
1389
$410K ﹤0.01%
16,999
+4,603
1390
$409K ﹤0.01%
16,051
-16,152
1391
$409K ﹤0.01%
1,620
-2,016
1392
$408K ﹤0.01%
5,609
-162
1393
$406K ﹤0.01%
+3,007
1394
$406K ﹤0.01%
6,171
-527
1395
$405K ﹤0.01%
6,794
+882
1396
$405K ﹤0.01%
3,188
+1,618
1397
$405K ﹤0.01%
1,599
-1,487
1398
$402K ﹤0.01%
179,296
+86,835
1399
$400K ﹤0.01%
9,471
-37,174
1400
$399K ﹤0.01%
6,872
-1,170
54 55
56
57 58