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
1426
$326K ﹤0.01%
5,082
-129
1427
$324K ﹤0.01%
+3,360
1428
$324K ﹤0.01%
7,544
-495
1429
$323K ﹤0.01%
2,002
+400
1430
$322K ﹤0.01%
3,795
1431
$320K ﹤0.01%
6,984
-1,018
1432
$320K ﹤0.01%
11,343
-631
1433
$320K ﹤0.01%
+7,760
1434
$319K ﹤0.01%
+3,536
1435
$319K ﹤0.01%
4,614
+14
1436
$319K ﹤0.01%
3,698
-232
1437
$319K ﹤0.01%
5,447
-124
1438
$318K ﹤0.01%
9,936
-252
1439
$318K ﹤0.01%
21,096
+2,967
1440
$317K ﹤0.01%
3,007
-2,714
1441
$315K ﹤0.01%
7,163
+1,160
1442
$314K ﹤0.01%
24,195
+88
1443
$313K ﹤0.01%
20,868
-4,597
1444
$313K ﹤0.01%
+1,972
1445
$312K ﹤0.01%
14,016
-3,936
1446
$310K ﹤0.01%
5,418
+12
1447
$308K ﹤0.01%
3,887
+163
1448
$306K ﹤0.01%
3,948
-33
1449
$306K ﹤0.01%
7,049
+29
1450
$305K ﹤0.01%
4,269
-305
56 57
58
59 60