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
1426
$364K ﹤0.01%
9,739
+3,947
1427
$363K ﹤0.01%
12,788
-251
1428
$361K ﹤0.01%
+7,578
1429
$361K ﹤0.01%
11,245
-194,479
1430
$361K ﹤0.01%
10,022
+86
1431
$359K ﹤0.01%
7,270
-115
1432
$359K ﹤0.01%
4,379
-1,068
1433
$359K ﹤0.01%
12,037
+3,501
1434
$358K ﹤0.01%
21,032
-287
1435
$356K ﹤0.01%
19,476
+35
1436
$355K ﹤0.01%
2,404
+422
1437
$352K ﹤0.01%
4,376
+884
1438
$351K ﹤0.01%
4,760
1439
$350K ﹤0.01%
2,557
+151
1440
$350K ﹤0.01%
30,862
+7
1441
$350K ﹤0.01%
3,415
-155
1442
$349K ﹤0.01%
9,901
+35
1443
$348K ﹤0.01%
5,077
+808
1444
$347K ﹤0.01%
+6,145
1445
$346K ﹤0.01%
7,778
+615
1446
$346K ﹤0.01%
4,853
+63
1447
$346K ﹤0.01%
4,230
+1,411
1448
$345K ﹤0.01%
37,327
-7,906
1449
$343K ﹤0.01%
7,716
+421
1450
$343K ﹤0.01%
14,279
-3,525
56 57
58
59 60