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
1801
– –
-5,241
1802
– –
-49,943
1803
– –
-13,170
1804
– –
-10,566
1805
– –
-7,129
69 70 71 72
73