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
1601
$202K ﹤0.01%
6,361
-4,036
1602
$201K ﹤0.01%
5,224
-3,948
1603
$201K ﹤0.01%
+9,887
1604
$201K ﹤0.01%
+5,792
1605
$201K ﹤0.01%
6,541
-3,231
1606
$201K ﹤0.01%
3,481
-687
1607
$201K ﹤0.01%
1,550
-1,831
1608
$201K ﹤0.01%
4,251
-2,575
1609
$200K ﹤0.01%
35,949
-214
1610
$199K ﹤0.01%
11,045
-14,237
1611
$193K ﹤0.01%
13,023
+380
1612
$186K ﹤0.01%
+7,327
1613
$182K ﹤0.01%
14,058
+58
1614
$182K ﹤0.01%
+18,163
1615
$181K ﹤0.01%
10,912
-1,500
1616
$181K ﹤0.01%
17,341
-184,163
1617
$178K ﹤0.01%
+10,122
1618
$178K ﹤0.01%
24,890
-1,525
1619
$177K ﹤0.01%
32,262
+1,714
1620
$175K ﹤0.01%
23,961
+1,900
1621
$171K ﹤0.01%
2,928
-348
1622
$169K ﹤0.01%
+884
1623
$169K ﹤0.01%
17,460
-25
1624
$163K ﹤0.01%
14,404
+117
1625
$161K ﹤0.01%
+12,649
63 64
65
66 67