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
1451
$304K ﹤0.01%
2,698
+25
1452
$304K ﹤0.01%
1,982
-346
1453
$303K ﹤0.01%
4,439
-195
1454
$300K ﹤0.01%
57,586
-463,341
1455
$300K ﹤0.01%
4,187
-521
1456
$299K ﹤0.01%
3,570
+675
1457
$298K ﹤0.01%
12,937
+1,419
1458
$297K ﹤0.01%
+31,335
1459
$296K ﹤0.01%
14,052
+1,277
1460
$296K ﹤0.01%
2,785
-4,206
1461
$296K ﹤0.01%
4,396
-966
1462
$295K ﹤0.01%
6,483
-2,864
1463
$294K ﹤0.01%
18,550
-238
1464
$292K ﹤0.01%
3,682
-80
1465
$292K ﹤0.01%
8,354
+4
1466
$289K ﹤0.01%
+33,501
1467
$289K ﹤0.01%
+3,898
1468
$288K ﹤0.01%
10,095
-3,638
1469
$287K ﹤0.01%
12,194
-155
1470
$287K ﹤0.01%
+4,442
1471
$286K ﹤0.01%
78,772
+1,491
1472
$286K ﹤0.01%
2,137
-823
1473
$286K ﹤0.01%
+5,764
1474
$284K ﹤0.01%
4,683
+1,086
1475
$284K ﹤0.01%
15,360
-693
57 58
59
60 61