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
1551
$252K ﹤0.01%
12,113
-1,180
1552
$251K ﹤0.01%
9,052
-115
1553
$248K ﹤0.01%
+2,933
1554
$248K ﹤0.01%
5,811
1555
$247K ﹤0.01%
10,018
-132
1556
$247K ﹤0.01%
+11,598
1557
$246K ﹤0.01%
2,851
-79
1558
$246K ﹤0.01%
7,288
+149
1559
$246K ﹤0.01%
16,750
-1
1560
$245K ﹤0.01%
10,635
1561
$244K ﹤0.01%
5,233
-1
1562
$243K ﹤0.01%
1,303
-17
1563
$242K ﹤0.01%
6,783
-110
1564
$242K ﹤0.01%
14,243
+39
1565
$242K ﹤0.01%
7,077
+224
1566
$242K ﹤0.01%
1,293
-56
1567
$242K ﹤0.01%
1,155
+271
1568
$239K ﹤0.01%
3,700
+142
1569
$238K ﹤0.01%
4,506
+109
1570
$238K ﹤0.01%
10,933
-430
1571
$237K ﹤0.01%
+2,032
1572
$237K ﹤0.01%
1,925
1573
$237K ﹤0.01%
1,021
+6
1574
$233K ﹤0.01%
3,942
+25
1575
$233K ﹤0.01%
1,643
-78
61 62
63
64 65