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
1626
$161K ﹤0.01%
13,012
1627
$154K ﹤0.01%
42,325
-1,125
1628
$152K ﹤0.01%
17,157
+6,285
1629
$145K ﹤0.01%
17,029
+2,924
1630
$143K ﹤0.01%
13,663
+1,961
1631
$142K ﹤0.01%
14,002
-1,017
1632
$140K ﹤0.01%
29,079
+3,724
1633
$138K ﹤0.01%
12,581
+81
1634
$137K ﹤0.01%
16,988
-158,690
1635
$133K ﹤0.01%
12,100
-1,501
1636
$130K ﹤0.01%
20,425
-141,803
1637
$130K ﹤0.01%
20,000
1638
$130K ﹤0.01%
13,114
1639
$130K ﹤0.01%
17,350
-1,800
1640
$129K ﹤0.01%
+10,302
1641
$126K ﹤0.01%
17,200
1642
$125K ﹤0.01%
10,534
-272
1643
$122K ﹤0.01%
+3,333
1644
$121K ﹤0.01%
10,948
-406
1645
$119K ﹤0.01%
11,653
+1
1646
$117K ﹤0.01%
+10,666
1647
$115K ﹤0.01%
10,633
+290
1648
$115K ﹤0.01%
22,254
1649
$113K ﹤0.01%
+10,316
1650
$111K ﹤0.01%
+10,278
64 65
66
67 68