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
1701
– –
-76,140
1702
– –
-26,428
1703
– –
-76,189
1704
– –
-30,358
1705
– –
-11,224
1706
– –
-4,436
1707
– –
-21,217
1708
– –
-14,642
1709
– –
-11,984
1710
– –
-83,737
1711
– –
-42,626
1712
– –
-122,141
1713
– –
-13,147
1714
– –
-26,200
1715
– –
-12,786
1716
– –
-2,932
1717
– –
-9,387
1718
– –
-26,897
1719
– –
-22,991
1720
– –
-4,555
1721
– –
-4,247
1722
– –
-32,640
1723
– –
-98,940
1724
– –
-1,995
1725
– –
-3,612
67 68
69
70 71