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
301
$18.4M 0.05%
611,577
+14,639
302
$18.3M 0.05%
77,614
-278
303
$18.3M 0.05%
42,119
-6,016
304
$18.2M 0.05%
150,558
+576
305
$18.2M 0.05%
178,120
+28,054
306
$17.9M 0.05%
132,134
+2,525
307
$17.8M 0.05%
104,816
+7,015
308
$17.7M 0.05%
194,284
-5,646
309
$17.6M 0.05%
579,224
-61,656
310
$17.6M 0.05%
475,674
-10,845
311
$17.5M 0.05%
531,959
+25,349
312
$17.5M 0.05%
52,338
+13,178
313
$17.5M 0.05%
690,630
+279,330
314
$17.5M 0.05%
188,580
-15,124
315
$17.4M 0.05%
167,232
-8,723
316
$17.4M 0.05%
459,490
-19,427
317
$17.3M 0.05%
552,943
+12,375
318
$17.2M 0.05%
684,193
+93,220
319
$17.1M 0.05%
453,820
+51,190
320
$17.1M 0.05%
1,071,196
+86,493
321
$17.1M 0.05%
129,277
+20,715
322
$17.1M 0.05%
95,000
-13,578
323
$17M 0.05%
513,814
-5,294
324
$17M 0.05%
632,144
-53,838
325
$16.9M 0.05%
34,654
-11,713
11 12
13
14 15