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
1451
$342K ﹤0.01%
5,743
-1,638
1452
$342K ﹤0.01%
12,971
-1,952
1453
$340K ﹤0.01%
11,319
-24
1454
$332K ﹤0.01%
8,269
+137
1455
$332K ﹤0.01%
8,179
-354
1456
$332K ﹤0.01%
+10,700
1457
$330K ﹤0.01%
8,038
-316
1458
$330K ﹤0.01%
4,150
+263
1459
$329K ﹤0.01%
+10,617
1460
$328K ﹤0.01%
4,231
-3,712
1461
$328K ﹤0.01%
25,077
+3,399
1462
$328K ﹤0.01%
2,705
-5
1463
$328K ﹤0.01%
3,251
+64
1464
$327K ﹤0.01%
7,860
+100
1465
$327K ﹤0.01%
4,946
+504
1466
$325K ﹤0.01%
4,270
+1,680
1467
$324K ﹤0.01%
31,816
+481
1468
$324K ﹤0.01%
19,088
+31
1469
$324K ﹤0.01%
4,704
+90
1470
$323K ﹤0.01%
+14,039
1471
$323K ﹤0.01%
9,047
+171
1472
$323K ﹤0.01%
16,414
+1,164
1473
$322K ﹤0.01%
+6,454
1474
$321K ﹤0.01%
11,272
-218
1475
$319K ﹤0.01%
10,204
+109
57 58
59
60 61