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
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-44,601
1727
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-9,084
1728
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-6,541
1729
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-57,586
1730
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-10,108
1731
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-20,425
1732
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-3,455
1733
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-2,137
1734
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-2,788
1735
– –
-57,955
1736
– –
-22,172
1737
– –
-100,206
1738
– –
-6,984
1739
– –
-10,456
1740
– –
-7,327
1741
– –
-24,602
1742
– –
-68,613
1743
– –
-10,049
1744
– –
-38,943
1745
– –
-3,481
1746
– –
-54,552
1747
– –
-5,988
1748
– –
-6,575
1749
– –
-28,514
1750
– –
-164,113
68 69
70
71 72