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
1701
– –
-17,646
1702
– –
-11,977
1703
– –
-38,943
1704
– –
-3,481
1705
– –
-54,552
1706
– –
-5,988
1707
– –
-6,575
1708
– –
-109,377
1709
– –
-59,144
1710
– –
-76,735
1711
– –
-12,649
1712
– –
-9,807
1713
– –
-11,801
1714
– –
-138,375
1715
– –
-12,100
1716
– –
-14,052
1717
– –
-3,948
1718
– –
-77,755
1719
– –
-6,013
1720
– –
-14,685
1721
– –
-29,511
1722
– –
-1,960
1723
– –
-12,418
1724
– –
-35,245
1725
– –
-23,881
67 68
69
70 71