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

Top Buys

1
+$53.3M
2
+$40.7M
3
+$32.8M
4
MSCI icon
MSCI
MSCI
+$29.2M
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
TSCO icon
Tractor Supply
TSCO
+$27.9M
5
SEDG icon
SolarEdge
SEDG
+$27.7M

Sector Composition

1 Technology 18.49%
2 Financials 11.84%
3 Industrials 11.18%
4 Healthcare 9.79%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$16.8M 0.05%
43,600
-2,912
327
$16.8M 0.05%
76,553
+1,350
328
$16.6M 0.05%
134,350
+2,400
329
$16.2M 0.04%
237,838
+743
330
$16.2M 0.04%
157,698
+21,094
331
$16.1M 0.04%
325,798
+5,961
332
$16.1M 0.04%
56,212
-3,046
333
$16.1M 0.04%
367,517
-15,993
334
$16M 0.04%
112,286
-418
335
$16M 0.04%
110,000
+51,125
336
$15.9M 0.04%
74,773
+589
337
$15.8M 0.04%
432,550
+56,500
338
$15.8M 0.04%
1,053,140
-522,146
339
$15.7M 0.04%
204,507
-3,054
340
$15.6M 0.04%
185,401
+4,413
341
$15.6M 0.04%
230,011
+2,842
342
$15.5M 0.04%
349,624
+39,424
343
$15.4M 0.04%
420,290
-13,552
344
$15.4M 0.04%
225,924
-2,930
345
$15.4M 0.04%
166,682
+33,622
346
$15.3M 0.04%
305,409
-1,077
347
$15.2M 0.04%
201,481
+47,557
348
$15.1M 0.04%
73,830
+2,164
349
$15.1M 0.04%
145,352
-38,017
350
$15M 0.04%
74,588
-15,128
12 13
14
15 16