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
1476
$319K ﹤0.01%
5,479
+19
1477
$319K ﹤0.01%
+4,878
1478
$318K ﹤0.01%
2,713
+15
1479
$316K ﹤0.01%
3,795
1480
$314K ﹤0.01%
4,413
-22,581
1481
$312K ﹤0.01%
5,831
-2,344
1482
$312K ﹤0.01%
7,903
+206
1483
$311K ﹤0.01%
10,385
-735
1484
$311K ﹤0.01%
11,388
+149
1485
$307K ﹤0.01%
34,008
+507
1486
$305K ﹤0.01%
22,728
-1,467
1487
$304K ﹤0.01%
13,630
-386
1488
$304K ﹤0.01%
41,670
-61,838
1489
$303K ﹤0.01%
7,600
+56
1490
$301K ﹤0.01%
5,660
-104
1491
$299K ﹤0.01%
+3,370
1492
$298K ﹤0.01%
4,221
+1,197
1493
$298K ﹤0.01%
6,876
-2,537
1494
$298K ﹤0.01%
9,752
+12
1495
$297K ﹤0.01%
3,749
+50
1496
$297K ﹤0.01%
1,684
+50
1497
$296K ﹤0.01%
5,427
-20
1498
$296K ﹤0.01%
2,532
-25
1499
$296K ﹤0.01%
6,221
-11,023
1500
$295K ﹤0.01%
21,328
+460
58 59
60
61 62