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
201
$42.4M 0.11%
256,108
+2,129
202
$40.7M 0.11%
306,703
-13,482
203
$39.5M 0.1%
160,449
-1,873
204
$38.6M 0.1%
496,125
-292,984
205
$38.2M 0.1%
219,190
-2,216
206
$38.2M 0.1%
155,138
+93,403
207
$38.2M 0.1%
1,092,400
+5,530
208
$38M 0.1%
279,908
+12,132
209
$37.9M 0.1%
163,323
-239,185
210
$37.5M 0.1%
833,116
+167,794
211
$36.9M 0.1%
107,500
-1,092
212
$36.9M 0.1%
489,795
-160,857
213
$36.9M 0.1%
365,609
+20,040
214
$36.8M 0.1%
161,189
+37,166
215
$36.8M 0.1%
729,922
-11,707
216
$36.1M 0.1%
442,081
-6,025
217
$35.9M 0.09%
116,519
-1,444
218
$35.7M 0.09%
842,737
+157,295
219
$34.3M 0.09%
928,623
-23,413
220
$34.1M 0.09%
308,798
+537
221
$33.6M 0.09%
230,252
-10,501
222
$33.6M 0.09%
345,982
-258
223
$33.3M 0.09%
330,454
-229,555
224
$32.9M 0.09%
403,847
-1,070
225
$32.7M 0.09%
194,709
+3,859
7 8
9
10 11