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
401
$11.4M 0.03%
482,016
-3,636
402
$11.3M 0.03%
119,687
+6,083
403
$11.2M 0.03%
424,752
+164,166
404
$11.2M 0.03%
+317,142
405
$11.1M 0.03%
438,878
-71,907
406
$11.1M 0.03%
123,571
+10,633
407
$11M 0.03%
152,405
-10,926
408
$11M 0.03%
60,175
+2,498
409
$11M 0.03%
191,162
+1,461
410
$11M 0.03%
283,295
+58,166
411
$10.9M 0.03%
113,090
+101,315
412
$10.9M 0.03%
170,320
-2,739
413
$10.7M 0.03%
286,450
+7,226
414
$10.7M 0.03%
643,638
+44,051
415
$10.6M 0.03%
210,370
-20,042
416
$10.5M 0.03%
102,032
+10,520
417
$10.4M 0.03%
211,109
+15,966
418
$10.3M 0.03%
177,911
-3,120
419
$10.3M 0.03%
84,394
-15,589
420
$10.3M 0.03%
100,479
-5,196
421
$10.2M 0.03%
469,716
+236,253
422
$10.2M 0.03%
175,044
+43,617
423
$10.2M 0.03%
377,223
+20,487
424
$10.2M 0.03%
118,510
+47,248
425
$10.1M 0.03%
477,152
+971
15 16
17
18 19