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
1576
$220K ﹤0.01%
13,893
-8,522
1577
$219K ﹤0.01%
19,057
+47
1578
$217K ﹤0.01%
+92,461
1579
$217K ﹤0.01%
5,182
-167,390
1580
$217K ﹤0.01%
6,345
-179
1581
$217K ﹤0.01%
+5,737
1582
$216K ﹤0.01%
13,133
-95,851
1583
$216K ﹤0.01%
2,819
-819
1584
$214K ﹤0.01%
21,215
-475
1585
$214K ﹤0.01%
2,534
+22
1586
$211K ﹤0.01%
+7,105
1587
$210K ﹤0.01%
+4,278
1588
$210K ﹤0.01%
26,813
1589
$210K ﹤0.01%
+4,126
1590
$209K ﹤0.01%
+6,543
1591
$209K ﹤0.01%
6,575
-8,520
1592
$209K ﹤0.01%
1,925
-2,000
1593
$208K ﹤0.01%
+3,024
1594
$208K ﹤0.01%
5,811
-671
1595
$207K ﹤0.01%
9,807
-562
1596
$206K ﹤0.01%
+3,626
1597
$204K ﹤0.01%
+3,163
1598
$203K ﹤0.01%
7,262
-2,059
1599
$203K ﹤0.01%
3,558
-196
1600
$203K ﹤0.01%
2,590
+67
62 63
64
65 66