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
1626
$184K ﹤0.01%
10,517
-1,118
1627
$182K ﹤0.01%
25,061
+7,904
1628
$179K ﹤0.01%
10,912
1629
$176K ﹤0.01%
11,811
-1,212
1630
$174K ﹤0.01%
21,616
-10,402
1631
$169K ﹤0.01%
12,156
+1,878
1632
$169K ﹤0.01%
+13,409
1633
$169K ﹤0.01%
14,155
+97
1634
$158K ﹤0.01%
23,961
1635
$154K ﹤0.01%
15,012
+2,000
1636
$153K ﹤0.01%
+18,374
1637
$153K ﹤0.01%
19,945
+2,916
1638
$151K ﹤0.01%
12,581
1639
$150K ﹤0.01%
13,643
-359
1640
$146K ﹤0.01%
18,163
1641
$145K ﹤0.01%
12,600
-4,900
1642
$139K ﹤0.01%
14,999
+595
1643
$135K ﹤0.01%
26,634
-2,445
1644
$134K ﹤0.01%
10,411
+109
1645
$133K ﹤0.01%
20,000
1646
$129K ﹤0.01%
13,114
1647
$126K ﹤0.01%
42,325
1648
$121K ﹤0.01%
10,645
+111
1649
$120K ﹤0.01%
11,617
-36
1650
$119K ﹤0.01%
22,254
64 65
66
67 68