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
126
$75.8M 0.19%
360,825
-129,980
127
$75.6M 0.19%
383,567
+6,404
128
$75.6M 0.19%
1,091,085
-4,270
129
$75.5M 0.19%
405,851
+32,186
130
$74.8M 0.18%
109,822
+5,823
131
$74.4M 0.18%
244,878
+51,451
132
$73.9M 0.18%
1,976,963
+288,185
133
$73.7M 0.18%
385,679
+403
134
$73.4M 0.18%
220,630
+2,425
135
$72.8M 0.18%
689,769
+49,242
136
$71.3M 0.18%
463,259
+18,374
137
$71.2M 0.18%
415,774
+39,838
138
$70.9M 0.17%
891,062
+6,454
139
$70.4M 0.17%
673,726
-2,199
140
$69.6M 0.17%
481,130
+62,424
141
$68.8M 0.17%
853,208
+357,083
142
$68.7M 0.17%
193,840
+6,072
143
$68.5M 0.17%
294,346
+2,686
144
$68M 0.17%
302,678
+80,466
145
$67.6M 0.17%
406,286
-33,785
146
$66M 0.16%
197,646
-38,951
147
$65.2M 0.16%
217,247
+42,911
148
$64.8M 0.16%
663,321
-12,785
149
$64.4M 0.16%
215,470
+2,714
150
$64.4M 0.16%
136,240
+1,654
4 5
6
7 8