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
1476
$283K ﹤0.01%
8,617
-45,632
1477
$282K ﹤0.01%
2,406
-18,558
1478
$281K ﹤0.01%
2,557
-18
1479
$280K ﹤0.01%
3,699
+60
1480
$280K ﹤0.01%
3,187
+44
1481
$278K ﹤0.01%
10,271
-3,966
1482
$278K ﹤0.01%
+15,250
1483
$278K ﹤0.01%
2,059
+19
1484
$277K ﹤0.01%
+9,667
1485
$275K ﹤0.01%
11,490
-2,182
1486
$274K ﹤0.01%
21,678
+1,001
1487
$274K ﹤0.01%
4,635
-2,476
1488
$274K ﹤0.01%
13,293
+100
1489
$274K ﹤0.01%
+6,853
1490
$273K ﹤0.01%
+1,634
1491
$273K ﹤0.01%
11,239
+670
1492
$273K ﹤0.01%
6,698
-1,920
1493
$272K ﹤0.01%
3,155
-133
1494
$271K ﹤0.01%
9,792
+376
1495
$270K ﹤0.01%
8,362
-1,543
1496
$269K ﹤0.01%
17,500
1497
$267K ﹤0.01%
+2,448
1498
$267K ﹤0.01%
13,665
-258
1499
$266K ﹤0.01%
15,814
+5,160
1500
$265K ﹤0.01%
7,357
+105
58 59
60
61 62