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
1651
$117K ﹤0.01%
10,316
1652
$116K ﹤0.01%
2,915
-13
1653
$115K ﹤0.01%
14,950
-2,400
1654
$108K ﹤0.01%
+10,814
1655
$105K ﹤0.01%
1,798
+525
1656
$101K ﹤0.01%
10,916
-32
1657
$90.2K ﹤0.01%
35,500
1658
$87.6K ﹤0.01%
10,000
-5,000
1659
$85.4K ﹤0.01%
12,050
1660
$82.8K ﹤0.01%
38,162
1661
$79.4K ﹤0.01%
93,971
+40,097
1662
$76.6K ﹤0.01%
12,025
-2,285
1663
$72.5K ﹤0.01%
13,725
1664
$70K ﹤0.01%
250
1665
$69.5K ﹤0.01%
3,333
1666
$64.6K ﹤0.01%
17,550
-698
1667
$53.9K ﹤0.01%
+10,782
1668
$49.5K ﹤0.01%
10,640
1669
$45K ﹤0.01%
+14,900
1670
$44.3K ﹤0.01%
22,393
+2,300
1671
$36.6K ﹤0.01%
10,569
1672
$36.5K ﹤0.01%
15,000
1673
$26.4K ﹤0.01%
+21,500
1674
$26.4K ﹤0.01%
12,384
+1,484
1675
$24K ﹤0.01%
2,857
-29
65 66
67
68 69