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
201
$43.7M 0.11%
213,979
+8,345
202
$43.5M 0.11%
325,265
+318,890
203
$41.9M 0.1%
93,889
+26,614
204
$41.8M 0.1%
145,420
+28,901
205
$41.7M 0.1%
448,377
+6,296
206
$41M 0.1%
707,264
+35,318
207
$38.5M 0.1%
286,888
+6,980
208
$38.4M 0.09%
307,512
+26,775
209
$38.1M 0.09%
478,072
+9,383
210
$38M 0.09%
638,800
+156,821
211
$38M 0.09%
198,356
+3,647
212
$37.9M 0.09%
494,842
+5,047
213
$37.6M 0.09%
686,473
-43,449
214
$37.4M 0.09%
381,982
+19,884
215
$37.3M 0.09%
373,510
+78,446
216
$37.2M 0.09%
80,068
-3,900
217
$36.8M 0.09%
984,712
+56,089
218
$36.1M 0.09%
333,953
+3,499
219
$36M 0.09%
+713,163
220
$35.9M 0.09%
77
+10
221
$35.8M 0.09%
348,376
-17,233
222
$35.6M 0.09%
157,619
-5,704
223
$35.1M 0.09%
107,165
-335
224
$34.7M 0.09%
413,885
-5,529
225
$34.6M 0.09%
347,153
+1,171
7 8
9
10 11