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
26
$91.2M 0.57%
407,798
+15,009
27
$89.2M 0.56%
1,203,394
+7,977
28
$88.8M 0.56%
799,347
-315
29
$87.6M 0.55%
1,658,987
+12,322
30
$83.1M 0.52%
993,647
+2,018
31
$83.1M 0.52%
1,374,600
+32,040
32
$82.5M 0.52%
962,062
+31,972
33
$82.1M 0.51%
499,990
-15,353
34
$81M 0.51%
3,204,129
-57,154
35
$78.8M 0.49%
335,840
-14,692
36
$78.3M 0.49%
1,685,938
-156,985
37
$77.4M 0.49%
595,196
-133,696
38
$77.3M 0.48%
642,408
+6,477
39
$75.2M 0.47%
873,210
+166,585
40
$73.3M 0.46%
266,817
+2,148
41
$71.7M 0.45%
345,395
+15,568
42
$71.1M 0.45%
911,737
-96,933
43
$70.8M 0.44%
1,686,541
-45,254
44
$69.6M 0.44%
1,129,901
+43,694
45
$69.1M 0.43%
2,997,705
+23,115
46
$67M 0.42%
377,633
+4,035
47
$66.8M 0.42%
580,962
+4,385
48
$66.8M 0.42%
691,976
+3,122
49
$66.2M 0.42%
415,590
-943
50
$65.7M 0.41%
317,419
-27,929
1
2
3 4 5