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
1501
$264K ﹤0.01%
+11,573
1502
$264K ﹤0.01%
2,429
+4
1503
$264K ﹤0.01%
+7,697
1504
$262K ﹤0.01%
24,602
+9,368
1505
$262K ﹤0.01%
+2,710
1506
$261K ﹤0.01%
6,893
+121
1507
$259K ﹤0.01%
8,132
+7
1508
$259K ﹤0.01%
3,756
+30
1509
$257K ﹤0.01%
11,363
+78
1510
$256K ﹤0.01%
65,691
1511
$255K ﹤0.01%
2,911
+170
1512
$255K ﹤0.01%
31,936
-23,081
1513
$253K ﹤0.01%
11,984
1514
$253K ﹤0.01%
+6,167
1515
$252K ﹤0.01%
5,723
-625
1516
$252K ﹤0.01%
1,015
+11
1517
$251K ﹤0.01%
16,751
-2,355
1518
$250K ﹤0.01%
19,694
-2,272
1519
$250K ﹤0.01%
12,418
-2,079
1520
$249K ﹤0.01%
+8,012
1521
$249K ﹤0.01%
+5,722
1522
$249K ﹤0.01%
4,245
+327
1523
$248K ﹤0.01%
+4,733
1524
$247K ﹤0.01%
1,489
-351
1525
$247K ﹤0.01%
+8,536
59 60
61
62 63