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
176
$52.4M 0.14%
1,562,150
-107,980
177
$51.7M 0.14%
356,170
+37,056
178
$51.5M 0.14%
328,367
-2,834
179
$51.4M 0.14%
627,487
+8,055
180
$50.9M 0.13%
255,349
-148,441
181
$50M 0.13%
770,291
-228,707
182
$49.9M 0.13%
236,597
-844
183
$49.4M 0.13%
284,965
+20,356
184
$49.4M 0.13%
411,557
+8,130
185
$49M 0.13%
838,202
-254,672
186
$48.6M 0.13%
671,946
+32,471
187
$48.1M 0.13%
1,818,686
-440,685
188
$47.8M 0.13%
831,782
-10,548
189
$47.6M 0.13%
675,624
+37,274
190
$45.8M 0.12%
1,340,054
+29,918
191
$45.6M 0.12%
174,336
+30,085
192
$45.3M 0.12%
311,395
-166,150
193
$44.8M 0.12%
235,107
-3,114
194
$44.6M 0.12%
136,712
+4,296
195
$43.6M 0.11%
205,634
+22,051
196
$43.5M 0.11%
468,689
-23,624
197
$43.3M 0.11%
422,033
-1,113
198
$43.1M 0.11%
1,713,549
+576,453
199
$42.9M 0.11%
1,385,328
-259,615
200
$42.8M 0.11%
1,037,067
-86,128
6 7
8
9 10