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
1751
– –
-5,091
1752
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-34,639
1753
– –
-3,509
1754
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-61,570
1755
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-31,804
1756
– –
-105,516
1757
– –
-9,187
1758
– –
-1,292
1759
– –
-23,020
1760
– –
-95,470
1761
– –
-70,804
1762
– –
-278,077
1763
– –
-39,339
1764
– –
-76,140
1765
– –
-10,000
1766
– –
-22,170
1767
– –
-6,386
1768
– –
-4,510
1769
– –
-15,815
1770
– –
-22,094
1771
– –
-64,722
1772
– –
-430,147
1773
– –
-720,979
1774
– –
-1,971
1775
– –
-15,428
69 70
71
72 73