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
1576
$232K ﹤0.01%
18,150
-11,425
1577
$231K ﹤0.01%
29,010
1578
$230K ﹤0.01%
+10,185
1579
$230K ﹤0.01%
11,084
-15,428
1580
$229K ﹤0.01%
+3,560
1581
$229K ﹤0.01%
6,150
-2,988
1582
$229K ﹤0.01%
+2,743
1583
$228K ﹤0.01%
2,502
-257
1584
$227K ﹤0.01%
+7,097
1585
$225K ﹤0.01%
3,566
-190
1586
$225K ﹤0.01%
3,310
-2
1587
$224K ﹤0.01%
9,214
1588
$224K ﹤0.01%
+4,034
1589
$224K ﹤0.01%
+3,953
1590
$222K ﹤0.01%
25,678
-1,395
1591
$221K ﹤0.01%
5,144
-41,509
1592
$220K ﹤0.01%
+3,357
1593
$219K ﹤0.01%
7,642
+537
1594
$219K ﹤0.01%
+4,195
1595
$217K ﹤0.01%
+5,512
1596
$216K ﹤0.01%
6,345
1597
$216K ﹤0.01%
+5,980
1598
$215K ﹤0.01%
13,869
+9
1599
$214K ﹤0.01%
+2,604
1600
$214K ﹤0.01%
1,554
+4
62 63
64
65 66