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
451
$9.19M 0.03%
186,064
-8,392
452
$9.17M 0.03%
409,831
-30,519
453
$9.14M 0.02%
33,660
+8,867
454
$9.14M 0.02%
166,794
-359
455
$9.11M 0.02%
229,636
-3,041
456
$9.01M 0.02%
84,700
-243
457
$8.97M 0.02%
735,821
-16,588
458
$8.97M 0.02%
862,352
-94,843
459
$8.93M 0.02%
64,020
+439
460
$8.92M 0.02%
290,464
-2,520
461
$8.92M 0.02%
168,909
+42,855
462
$8.92M 0.02%
51,926
-3,143
463
$8.89M 0.02%
127,340
-2,382
464
$8.8M 0.02%
72,683
+4,086
465
$8.78M 0.02%
62,839
-70,966
466
$8.67M 0.02%
92,606
-25,936
467
$8.55M 0.02%
43,701
-38,988
468
$8.52M 0.02%
9,807
-3,066
469
$8.47M 0.02%
226,044
-7,410
470
$8.45M 0.02%
221,658
+16,587
471
$8.4M 0.02%
279,685
+1,093
472
$8.38M 0.02%
79,211
+1,395
473
$8.34M 0.02%
238,999
-11,073
474
$8.32M 0.02%
349,874
+12,287
475
$8.28M 0.02%
577,869
-78,714
17 18
19
20 21