Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16B
AUM Growth
+$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,388
New
Increased
Reduced
Closed

Top Buys

1
+$60.9M
2
+$53.9M
3
+$43M
4
ETSY icon
Etsy
ETSY
+$27.6M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$22.9M

Top Sells

1
+$51.9M
2
+$41.8M
3
+$33.4M
4
OSK icon
Oshkosh
OSK
+$28.8M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$26.1M

Sector Composition

1 Technology 16.45%
2 Healthcare 11.39%
3 Industrials 10.8%
4 Financials 9.74%
5 Consumer Discretionary 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8.55M 0.05%
107,009
-4,197
327
$8.49M 0.05%
23,813
+1,560
328
$8.49M 0.05%
118,960
+5,693
329
$8.47M 0.05%
100,712
-37,143
330
$8.46M 0.05%
125,446
+2,008
331
$8.23M 0.05%
152,464
-10,153
332
$8.21M 0.05%
76,611
-371
333
$8.09M 0.05%
154,215
+3,928
334
$8.09M 0.05%
471,805
+42,891
335
$8.06M 0.05%
240,675
+10,375
336
$8.05M 0.05%
103,467
+8,458
337
$8.04M 0.05%
395,546
-41,969
338
$8.01M 0.05%
339,947
+199,983
339
$8M 0.05%
69,862
+1,392
340
$7.98M 0.05%
154,618
-2,183
341
$7.96M 0.05%
112,187
+2,773
342
$7.92M 0.05%
91,477
-926
343
$7.86M 0.05%
80,317
+8,211
344
$7.84M 0.05%
758,730
+19,627
345
$7.83M 0.05%
137,235
+11,080
346
$7.8M 0.05%
88,741
+20,108
347
$7.78M 0.05%
51,737
+104
348
$7.76M 0.05%
164,989
-12,823
349
$7.75M 0.05%
168,999
+160,085
350
$7.75M 0.05%
36,603
+271
12 13
14
15 16