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
$36.7B
AUM Growth
-$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,789
New
Increased
Reduced
Closed

Top Buys

1
+$50.7M
2
+$43.2M
3
+$33.1M
4
MSCI icon
MSCI
MSCI
+$28.5M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$28.3M

Top Sells

1
+$53.7M
2
+$41.4M
3
+$33.7M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$28M
5
TSCO icon
Tractor Supply
TSCO
+$26.1M

Sector Composition

1 Technology 18.49%
2 Financials 11.84%
3 Industrials 11.15%
4 Healthcare 9.79%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30M 0.08%
131,388
+2,795
227
$30M 0.08%
249,274
+6,102
228
$29.1M 0.08%
328,965
+2,392
229
$28.6M 0.08%
110,559
+2,642
230
$28.4M 0.08%
318,043
-3,137
231
$28.4M 0.08%
810,584
-14,357
232
$27.7M 0.08%
136,994
-1,111
233
$27.7M 0.08%
33,606
+295
234
$27.3M 0.07%
435,870
-19,070
235
$27.1M 0.07%
543,399
-19,720
236
$27M 0.07%
78,999
+9,598
237
$26.9M 0.07%
58,913
+1,781
238
$26.6M 0.07%
515,904
-5,074
239
$26.6M 0.07%
132,637
-38,218
240
$26.5M 0.07%
230,496
-8,261
241
$26.2M 0.07%
132,944
-1,845
242
$26.2M 0.07%
568,744
+155,708
243
$26.1M 0.07%
286,942
-22,106
244
$26.1M 0.07%
1,283,837
-32,731
245
$26.1M 0.07%
570,464
+18,746
246
$26.1M 0.07%
375,534
+11,592
247
$25.9M 0.07%
173,406
-15,118
248
$25.4M 0.07%
314,026
-12,697
249
$24.9M 0.07%
206,953
-15,315
250
$24.8M 0.07%
225,389
-308
8 9
10
11 12