Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $57B
1-Year Est. Return 20.87%
This Quarter Est. Return
1 Year Est. Return
+20.87%
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 16.57%
2 Financials 12.95%
3 Healthcare 11.1%
4 Industrials 10.03%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.4B 3.68%
5,832,576
+468,546
2
$1.39B 3.66%
10,705,024
+393,835
3
$831M 2.19%
6,200,393
+646,762
4
$831M 2.19%
2,629,659
+481,917
5
$820M 2.16%
4,644,600
+439,708
6
$749M 1.97%
2,424,566
+127,316
7
$693M 1.82%
16,505,063
+2,621,164
8
$569M 1.5%
4,387,106
+892,815
9
$557M 1.47%
6,272,982
+1,010,886
10
$530M 1.4%
3,493,226
-74,727
11
$481M 1.27%
7,135,904
+17,114
12
$475M 1.25%
8,441,115
+914,505
13
$474M 1.25%
2,214,549
+18,117
14
$446M 1.17%
5,356,279
+1,480,868
15
$418M 1.1%
8,159,202
+1,253,519
16
$390M 1.03%
16,499,354
+3,074,834
17
$384M 1.01%
1,852,153
+253,120
18
$382M 1%
2,360,632
-439,055
19
$365M 0.96%
3,851,482
-93,251
20
$315M 0.83%
3,625,224
+30,863
21
$305M 0.8%
868,576
-2,827
22
$305M 0.8%
3,827,239
+719,848
23
$299M 0.79%
2,603,658
+660,760
24
$289M 0.76%
6,068,486
+852,492
25
$286M 0.75%
6,562,135
+1,291,910
1
2 3 4 5