Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$147M
2
+$139M
3
+$115M
4
PGR icon
Progressive
PGR
+$113M
5
MSFT icon
Microsoft
MSFT
+$112M

Top Sells

1
+$176M
2
+$83.3M
3
+$67.3M
4
MRK icon
Merck
MRK
+$58.3M
5
STZ icon
Constellation Brands
STZ
+$57.2M

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
1726
– –
-29,644
1727
– –
-11,775
1728
– –
-12,036
1729
– –
-63,389
1730
– –
-12,181
1731
– –
-68,561
1732
– –
-19,055
1733
– –
-21,024
1734
– –
-4,333
1735
– –
-41,129
1736
– –
-11,085
1737
– –
-10,829
1738
– –
-10,347
1739
– –
-13,941
1740
– –
-90,892
1741
– –
-12,500
1742
– –
-3,235
1743
– –
-43
1744
– –
-11,716
1745
– –
-5,308
1746
– –
-74,438
1747
– –
-47,527
1748
– –
-16,270
1749
– –
-76,058
1750
– –
-11,976
68 69
70
71 72