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
1601
$214K ﹤0.01%
+1,311
1602
$214K ﹤0.01%
3,770
-128
1603
$213K ﹤0.01%
8,215
-2,056
1604
$213K ﹤0.01%
3,843
+122
1605
$212K ﹤0.01%
38
-15
1606
$212K ﹤0.01%
+3,683
1607
$211K ﹤0.01%
14,712
-2,519
1608
$210K ﹤0.01%
3,984
-267
1609
$210K ﹤0.01%
8,439
-19,288
1610
$209K ﹤0.01%
+14,178
1611
$207K ﹤0.01%
7,373
+430
1612
$206K ﹤0.01%
1,695
+9
1613
$205K ﹤0.01%
+1,676
1614
$205K ﹤0.01%
26,813
1615
$204K ﹤0.01%
7,093
-1,992
1616
$201K ﹤0.01%
+8,848
1617
$200K ﹤0.01%
27,387
+7,170
1618
$200K ﹤0.01%
9,440
-143,722
1619
$194K ﹤0.01%
19,083
+2,095
1620
$193K ﹤0.01%
15,945
-1,396
1621
$191K ﹤0.01%
11,942
-3,872
1622
$189K ﹤0.01%
+20,904
1623
$189K ﹤0.01%
24,985
+95
1624
$189K ﹤0.01%
23,178
-8,758
1625
$186K ﹤0.01%
17,843
+7,210
63 64
65
66 67