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
1751
– –
-2,137
1752
– –
-2,788
1753
– –
-57,955
1754
– –
-22,172
1755
– –
-100,206
1756
– –
-6,984
1757
– –
-10,456
1758
– –
-7,327
1759
– –
-24,602
1760
– –
-68,613
1761
– –
-10,049
1762
– –
-28,514
1763
– –
-164,113
1764
– –
-73,788
1765
– –
-8,932
1766
– –
-22,825
1767
– –
-17,460
1768
– –
-4,896
1769
– –
-59,367
1770
– –
-52,399
1771
– –
-4,126
1772
– –
-105,216
1773
– –
-102,917
1774
– –
-25,242
1775
– –
-17,200
68 69 70
71
72