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
151
$63.8M 0.16%
926,185
+2,577
152
$63.1M 0.16%
661,021
-109,270
153
$62.9M 0.16%
561,928
+4,233
154
$61.7M 0.15%
830,624
+4,266
155
$61.7M 0.15%
456,581
-642
156
$61.6M 0.15%
441,479
+12,790
157
$61.6M 0.15%
844,106
-188
158
$61.1M 0.15%
122,064
-36,160
159
$60.8M 0.15%
477,996
+14,285
160
$60.7M 0.15%
360,680
+3,129
161
$59.8M 0.15%
521,747
-35,427
162
$58.9M 0.15%
142,775
+3,386
163
$58.8M 0.15%
1,175,582
+41,834
164
$58.4M 0.14%
259,087
-6,432
165
$57.8M 0.14%
329,543
+110,353
166
$57.6M 0.14%
353,131
+24,764
167
$57.1M 0.14%
893,107
+54,905
168
$56.8M 0.14%
735,945
-9,209
169
$55.9M 0.14%
426,174
-9,648
170
$55.4M 0.14%
574,057
+9,436
171
$55.4M 0.14%
842,523
+9,407
172
$54.5M 0.13%
425,158
+13,601
173
$52.9M 0.13%
241,378
-103,969
174
$52.7M 0.13%
134,699
+86,593
175
$52.7M 0.13%
314,706
+29,741
5 6
7
8 9