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
1526
$247K ﹤0.01%
2,612
-588
1527
$247K ﹤0.01%
6,516
+10
1528
$246K ﹤0.01%
2,759
-1,721
1529
$246K ﹤0.01%
6,006
1530
$245K ﹤0.01%
344
-55
1531
$245K ﹤0.01%
3,721
1532
$245K ﹤0.01%
53
-7
1533
$245K ﹤0.01%
30,855
-1,336
1534
$243K ﹤0.01%
5,234
-224
1535
$242K ﹤0.01%
4,600
1536
$241K ﹤0.01%
3,730
+250
1537
$241K ﹤0.01%
9,167
-779
1538
$241K ﹤0.01%
+32,018
1539
$240K ﹤0.01%
+11,635
1540
$240K ﹤0.01%
17,231
-199,588
1541
$239K ﹤0.01%
2,788
-200
1542
$238K ﹤0.01%
3,492
-449
1543
$238K ﹤0.01%
3,561
-2,471
1544
$238K ﹤0.01%
+2,930
1545
$236K ﹤0.01%
29,010
1546
$236K ﹤0.01%
9,451
-164
1547
$236K ﹤0.01%
+3,312
1548
$236K ﹤0.01%
9,514
+14
1549
$235K ﹤0.01%
1,721
-166
1550
$235K ﹤0.01%
8,279
-2,165
60 61
62
63 64