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
151
$60M 0.16%
193,427
-2,441
152
$59.9M 0.16%
884,608
-203,088
153
$59.8M 0.16%
139,389
+7,438
154
$59.1M 0.16%
418,706
+32,636
155
$59M 0.16%
375,936
+4,563
156
$58.4M 0.15%
1,688,778
+19,152
157
$58.3M 0.15%
218,381
+5,093
158
$58.1M 0.15%
564,621
+16,151
159
$57M 0.15%
745,154
+73,526
160
$56.8M 0.15%
103,999
-6,437
161
$56.8M 0.15%
844,294
-7,853
162
$56.7M 0.15%
1,133,748
+6,897
163
$56.6M 0.15%
1,257,431
+1,130,285
164
$55.9M 0.15%
158,224
-1,348
165
$55.9M 0.15%
265,519
+1,662
166
$54.4M 0.14%
261,443
-144,374
167
$54.4M 0.14%
428,689
+16,808
168
$54.3M 0.14%
780,379
+115,706
169
$54.2M 0.14%
564,214
+13,411
170
$53.9M 0.14%
820,977
+24,855
171
$53.8M 0.14%
163,214
+151,393
172
$52.7M 0.14%
222,212
+6,072
173
$52.7M 0.14%
218,205
-2,741
174
$52.7M 0.14%
702,517
+74,492
175
$52.6M 0.14%
557,695
+86,374
5 6
7
8 9