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
351
$15M 0.04%
91,591
+1,461
352
$14.7M 0.04%
253,729
-15,191
353
$14.5M 0.04%
143,469
+2,150
354
$14.5M 0.04%
156,833
-34,186
355
$14.2M 0.04%
161,321
-2,962
356
$14.2M 0.04%
160,198
-29,998
357
$14M 0.04%
33,861
-905
358
$14M 0.04%
339,106
+2,580
359
$13.9M 0.04%
342,674
+963
360
$13.8M 0.04%
276,919
-10,631
361
$13.7M 0.04%
183,101
-1,240
362
$13.6M 0.04%
57,764
+18,096
363
$13.4M 0.04%
104,326
-2,078
364
$13.4M 0.04%
30,508
-3,181
365
$13.4M 0.04%
68,264
-8,897
366
$13.4M 0.04%
273,724
+6,447
367
$13.3M 0.04%
52,239
-1,842
368
$13.3M 0.04%
184,512
+12,428
369
$13.3M 0.04%
89,027
-22,731
370
$13.2M 0.04%
318,758
-2,169
371
$13.1M 0.04%
66,481
-855
372
$13.1M 0.04%
276,418
+10,412
373
$13M 0.04%
186,456
+1,808
374
$12.9M 0.04%
384,257
+345,042
375
$12.9M 0.04%
68,974
-3,190
13 14
15
16 17