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
1726
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-38,215
1727
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-7,594
1728
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-47,406
1729
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-10,150
1730
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-10,248
1731
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-11,751
1732
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-10,295
1733
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-6,006
1734
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-1,202
1735
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-401
1736
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-14,485
1737
– –
-28,777
1738
– –
-13,664
1739
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-12,036
1740
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-63,389
1741
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-12,181
1742
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-68,561
1743
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-10,566
1744
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-19,055
1745
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-4,333
1746
– –
-41,129
1747
– –
-11,085
1748
– –
-10,829
1749
– –
-10,347
1750
– –
-13,941
68 69
70
71 72