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
251
$24.3M 0.07%
184,297
-7,422
252
$24.2M 0.07%
550,294
+124,877
253
$24.1M 0.07%
573,574
+212,118
254
$23.8M 0.06%
316,337
+23,649
255
$23.5M 0.06%
189,619
+4,317
256
$23.5M 0.06%
130,452
+15,264
257
$23.4M 0.06%
106,057
+2,497
258
$23.4M 0.06%
217,673
+47,944
259
$23.1M 0.06%
140,497
-51,013
260
$22.9M 0.06%
263,720
+25,144
261
$22.8M 0.06%
952,420
+76,007
262
$22.8M 0.06%
65,536
+2,614
263
$22.5M 0.06%
210,148
-33,516
264
$22.5M 0.06%
158,592
+12,268
265
$22.5M 0.06%
296,915
+2,854
266
$22.4M 0.06%
794,895
+534,008
267
$22.4M 0.06%
339,166
-5,335
268
$22.3M 0.06%
182,472
-5,204
269
$22.3M 0.06%
1,285,173
-11,262
270
$22M 0.06%
159,140
+13,488
271
$21.8M 0.06%
288,184
-6,077
272
$21.7M 0.06%
946,586
+178,691
273
$21.5M 0.06%
331,823
+135,960
274
$21.4M 0.06%
130,577
+119
275
$21.4M 0.06%
133,882
+32,684
9 10
11
12 13