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
126
$68.9M 0.18%
1,043,775
-6,095
127
$68.8M 0.18%
205,546
+5,124
128
$68.7M 0.18%
1,314,173
-25,298
129
$68.4M 0.18%
279,869
+4,435
130
$68.3M 0.18%
256,478
+8,113
131
$67.6M 0.18%
444,885
-36,683
132
$67.3M 0.18%
380,455
+2,393
133
$65.5M 0.17%
134,586
-2,808
134
$64.6M 0.17%
1,382,739
+51,911
135
$64.5M 0.17%
440,071
-19,452
136
$63.6M 0.17%
867,061
-9,195
137
$63.3M 0.17%
376,654
-3,198
138
$62.9M 0.17%
370,976
-32,592
139
$62.5M 0.16%
457,223
+177,840
140
$62.4M 0.16%
529,097
-114,431
141
$61.9M 0.16%
233,529
+18,969
142
$61.9M 0.16%
377,163
-4,987
143
$61.7M 0.16%
373,665
+18,006
144
$61.5M 0.16%
613,438
-103,924
145
$61.4M 0.16%
435,822
-1,321
146
$61.1M 0.16%
291,660
-756
147
$60.5M 0.16%
187,768
-1,432
148
$60.5M 0.16%
357,551
-3,538
149
$60.4M 0.16%
675,925
-430,371
150
$60.3M 0.16%
676,106
-17,121
4 5
6
7 8