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
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
– –
-22,991
1681
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-11,716
1682
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-5,308
1683
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-10,664
1684
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-77,088
1685
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-46,983
1686
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-21,024
1687
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-12,314
1688
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-1,227
1689
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-190,791
1690
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-76,140
1691
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-26,428
1692
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-76,189
1693
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-30,358
1694
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1695
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-4,436
1696
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-21,217
1697
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-14,642
1698
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-13,147
1699
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-64,779
1700
– –
-26,200
66 67
68
69 70