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
1551
$235K ﹤0.01%
5,988
-933
1552
$235K ﹤0.01%
+7,295
1553
$235K ﹤0.01%
6,943
+521
1554
$233K ﹤0.01%
4,397
1555
$232K ﹤0.01%
27,073
+627
1556
$232K ﹤0.01%
8,932
-2,408
1557
$231K ﹤0.01%
1,345
1558
$231K ﹤0.01%
2,030
+53
1559
$230K ﹤0.01%
13,860
+1,006
1560
$230K ﹤0.01%
14,204
+60
1561
$230K ﹤0.01%
10,635
1562
$230K ﹤0.01%
1,349
-65
1563
$230K ﹤0.01%
1,320
1564
$229K ﹤0.01%
+3,917
1565
$228K ﹤0.01%
+1,960
1566
$227K ﹤0.01%
9,214
1567
$225K ﹤0.01%
+1,686
1568
$225K ﹤0.01%
7,139
-551
1569
$225K ﹤0.01%
474
-259
1570
$224K ﹤0.01%
11,801
1571
$222K ﹤0.01%
+150,000
1572
$222K ﹤0.01%
2,817
-134
1573
$222K ﹤0.01%
+1,570
1574
$221K ﹤0.01%
9,085
+391
1575
$220K ﹤0.01%
10,634
61 62
63
64 65