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
451
$4.9M 0.03%
110,357
+1,826
452
$4.84M 0.03%
271,888
+14,324
453
$4.83M 0.03%
48,922
-1,439
454
$4.81M 0.03%
41,299
+6,374
455
$4.8M 0.03%
191,035
+5,928
456
$4.78M 0.03%
30,768
+1,380
457
$4.75M 0.03%
112,606
+5,578
458
$4.74M 0.03%
35,791
-2,492
459
$4.73M 0.03%
137,557
+9,443
460
$4.72M 0.03%
109,394
-40,941
461
$4.68M 0.03%
29,985
-174
462
$4.67M 0.03%
23,000
-850
463
$4.65M 0.03%
58,601
+2,994
464
$4.63M 0.03%
66,695
+924
465
$4.61M 0.03%
125,689
-1,268
466
$4.59M 0.03%
16,619
+8,295
467
$4.57M 0.03%
150,655
-12,343
468
$4.57M 0.03%
59,410
-1,840
469
$4.53M 0.03%
50,145
+3,290
470
$4.52M 0.03%
27,358
+906
471
$4.52M 0.03%
76,830
-967
472
$4.46M 0.03%
144,957
+9,488
473
$4.45M 0.03%
42,909
+387
474
$4.43M 0.03%
35,162
+728
475
$4.42M 0.03%
72,129
+4,110
17 18
19
20 21