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
1651
$105K ﹤0.01%
10,000
1652
$105K ﹤0.01%
14,310
-1,917
1653
$92K ﹤0.01%
15,000
+5,000
1654
$91K ﹤0.01%
10,049
-3,674
1655
$83K ﹤0.01%
14,402
-11,529
1656
$82K ﹤0.01%
38,162
1657
$80K ﹤0.01%
12,050
1658
$79K ﹤0.01%
13,725
1659
$71K ﹤0.01%
20,217
-11,800
1660
$71K ﹤0.01%
+2,886
1661
$70K ﹤0.01%
+977
1662
$67K ﹤0.01%
+250
1663
$66K ﹤0.01%
+18,248
1664
$66K ﹤0.01%
35,500
-13,570
1665
$65K ﹤0.01%
1,273
+60
1666
$50K ﹤0.01%
53,874
-12
1667
$47K ﹤0.01%
10,569
-256
1668
$42K ﹤0.01%
20,093
-20,693
1669
$36K ﹤0.01%
+10,043
1670
$29K ﹤0.01%
+10,900
1671
$24K ﹤0.01%
137,400
+125,000
1672
$24K ﹤0.01%
10,640
-16,110
1673
$21K ﹤0.01%
3,003
1674
$21K ﹤0.01%
15,000
1675
$20K ﹤0.01%
13,085
65 66
67
68 69