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
1526
$267K ﹤0.01%
7,796
+1,629
1527
$267K ﹤0.01%
5,716
-7
1528
$266K ﹤0.01%
16,518
-4,578
1529
$266K ﹤0.01%
2,305
-143
1530
$265K ﹤0.01%
72,391
-6,381
1531
$262K ﹤0.01%
2,154
+124
1532
$261K ﹤0.01%
+29,891
1533
$260K ﹤0.01%
2,607
-5
1534
$260K ﹤0.01%
11,455
-739
1535
$259K ﹤0.01%
2,017
-42
1536
$259K ﹤0.01%
1,585
-387
1537
$258K ﹤0.01%
2,384
-401
1538
$256K ﹤0.01%
6,017
-466
1539
$255K ﹤0.01%
15,458
-3,092
1540
$254K ﹤0.01%
1,314
-1,302
1541
$254K ﹤0.01%
3,895
-838
1542
$254K ﹤0.01%
2,758
-397
1543
$254K ﹤0.01%
4,500
-100
1544
$254K ﹤0.01%
7,530
+481
1545
$254K ﹤0.01%
13,332
-561
1546
$254K ﹤0.01%
+19,548
1547
$253K ﹤0.01%
6,153
+929
1548
$252K ﹤0.01%
+10,474
1549
$252K ﹤0.01%
2,425
-4
1550
$252K ﹤0.01%
1,374
+29
60 61
62
63 64