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
1401
$356K ﹤0.01%
9,740
1402
$354K ﹤0.01%
45,330
-2,500
1403
$354K ﹤0.01%
3,455
-2,472
1404
$354K ﹤0.01%
10,150
+151
1405
$353K ﹤0.01%
2,553
1406
$353K ﹤0.01%
26,922
+109
1407
$352K ﹤0.01%
2,826
+84
1408
$349K ﹤0.01%
21,319
+275
1409
$348K ﹤0.01%
9,413
-444
1410
$347K ﹤0.01%
17,068
+7,651
1411
$346K ﹤0.01%
4,760
1412
$344K ﹤0.01%
6,875
-454
1413
$344K ﹤0.01%
14,782
+3,782
1414
$342K ﹤0.01%
+6,285
1415
$341K ﹤0.01%
9,602
-461
1416
$341K ﹤0.01%
5,447
+411
1417
$340K ﹤0.01%
11,120
-1,693
1418
$340K ﹤0.01%
10,456
+56
1419
$339K ﹤0.01%
+27,541
1420
$338K ﹤0.01%
18,903
+39
1421
$336K ﹤0.01%
7,324
-877
1422
$335K ﹤0.01%
+72,535
1423
$331K ﹤0.01%
5,460
+659
1424
$327K ﹤0.01%
4,650
+1,025
1425
$326K ﹤0.01%
11,977
-2,603
55 56
57
58 59