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
1776
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1777
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-6,386
1778
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1779
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-15,815
1780
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1781
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-64,722
1782
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-430,147
1783
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-720,979
1784
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-1,971
1785
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-15,428
1786
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-16,762
1787
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-30,928
1788
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-1,270
1789
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-80,720
1790
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-122,273
1791
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-25,000
1792
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1793
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-109,682
1794
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-75,670
1795
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-21,220
1796
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-85,900
1797
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-7,129
1798
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-32,418
1799
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-50,000
1800
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-14,398
69 70 71
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