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
1726
– –
-13,133
1727
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-6,543
1728
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-2,817
1729
– –
-10,932
1730
– –
-10,122
1731
– –
-5,182
1732
– –
-15,360
1733
– –
-9,887
1734
– –
-9,983
1735
– –
-7,262
1736
– –
-9,792
1737
– –
-10,634
1738
– –
-6,538
1739
– –
-76,624
1740
– –
-11,045
1741
– –
-31,781
1742
– –
-149,814
1743
– –
-20,033
1744
– –
-44,601
1745
– –
-9,084
1746
– –
-6,541
1747
– –
-57,586
1748
– –
-10,108
1749
– –
-20,425
1750
– –
-3,455
68 69
70
71 72