Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$147M
2
+$139M
3
+$115M
4
PGR icon
Progressive
PGR
+$113M
5
MSFT icon
Microsoft
MSFT
+$112M

Top Sells

1
+$176M
2
+$83.3M
3
+$67.3M
4
MRK icon
Merck
MRK
+$58.3M
5
STZ icon
Constellation Brands
STZ
+$57.2M

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
1676
$12K ﹤0.01%
+10,740
1677
$11K ﹤0.01%
18,250
-1,250,198
1678
$7K ﹤0.01%
30,600
1679
$6K ﹤0.01%
+1,000
1680
– –
-26,200
1681
– –
-12,023
1682
– –
-75,670
1683
– –
-46,983
1684
– –
-12,314
1685
– –
-1,227
1686
– –
-190,791
1687
– –
-26,428
1688
– –
-13,147
1689
– –
-10,664
1690
– –
-77,088
1691
– –
-64,779
1692
– –
-12,786
1693
– –
-2,932
1694
– –
-9,387
1695
– –
-26,897
1696
– –
-22,991
1697
– –
-4,555
1698
– –
-4,247
1699
– –
-9,267
1700
– –
-11,265
66 67
68
69 70