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
176
$52.2M 0.13%
315,249
+3,854
177
$52M 0.13%
158,108
-5,106
178
$51.9M 0.13%
259,694
+4,345
179
$51.4M 0.13%
1,587,447
+25,297
180
$51.4M 0.13%
1,055,501
+212,764
181
$49.9M 0.12%
1,657,587
+272,259
182
$49.8M 0.12%
328,319
-27,851
183
$49.6M 0.12%
139,597
+2,885
184
$49.6M 0.12%
564,358
-49,080
185
$49.6M 0.12%
826,597
-948,620
186
$49.5M 0.12%
1,516,094
-302,592
187
$49.3M 0.12%
565,524
+1,310
188
$49.2M 0.12%
808,066
-23,716
189
$48.9M 0.12%
671,043
-31,474
190
$48.8M 0.12%
229,546
-5,561
191
$48.5M 0.12%
243,003
+28,190
192
$47.4M 0.12%
225,635
-7,894
193
$46M 0.11%
1,005,700
-31,367
194
$46M 0.11%
1,212,419
+120,019
195
$46M 0.11%
1,884,414
+170,865
196
$44.9M 0.11%
430,901
+8,868
197
$44.9M 0.11%
269,455
+13,347
198
$44.3M 0.11%
318,319
+11,616
199
$44.2M 0.11%
1,327,166
-12,888
200
$44.1M 0.11%
480,758
-409,701
6 7
8
9 10