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
– –
-401
1727
– –
-14,485
1728
– –
-28,777
1729
– –
-13,664
1730
– –
-20,924
1731
– –
-44,270
1732
– –
-2,626
1733
– –
-1,325
1734
– –
-29,644
1735
– –
-11,775
1736
– –
-12,036
1737
– –
-63,389
1738
– –
-12,181
1739
– –
-68,561
1740
– –
-10,566
1741
– –
-19,055
1742
– –
-4,333
1743
– –
-41,129
1744
– –
-11,085
1745
– –
-10,829
1746
– –
-10,347
1747
– –
-13,941
1748
– –
-90,892
1749
– –
-12,500
1750
– –
-3,235
68 69
70
71 72