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
276
$21.2M 0.06%
282,625
-131,195
277
$21M 0.06%
93,871
-2,588
278
$21M 0.06%
512,294
-219,436
279
$20.9M 0.06%
496,543
-13,542
280
$20.7M 0.06%
130,024
+6,546
281
$20.7M 0.06%
710,021
-108,743
282
$20.5M 0.06%
164,342
-9,327
283
$20.3M 0.06%
249,170
+57,292
284
$20.2M 0.06%
707,104
-80,742
285
$20.1M 0.05%
211,762
+564
286
$20.1M 0.05%
211,648
-50,442
287
$20M 0.05%
149,570
-3,237
288
$20M 0.05%
308,370
-4,347
289
$19.8M 0.05%
150,838
-640
290
$19.7M 0.05%
113,366
-1,525
291
$19.5M 0.05%
102,651
+7,712
292
$19.4M 0.05%
52,169
+1,061
293
$19.3M 0.05%
314,097
-5,168
294
$19.3M 0.05%
148,871
-144,252
295
$19.2M 0.05%
127,152
+4,249
296
$18.9M 0.05%
241,869
-56,197
297
$18.6M 0.05%
148,523
-36,338
298
$18.6M 0.05%
278,851
-626
299
$18.5M 0.05%
229,523
+12,255
300
$18.5M 0.05%
176,230
+13,576
10 11
12
13 14