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
476
$4.37M 0.03%
356,089
-79,985
477
$4.36M 0.03%
73,067
+27,964
478
$4.32M 0.03%
38,851
-21,275
479
$4.24M 0.03%
44,597
-158,577
480
$4.22M 0.03%
143,238
-358
481
$4.19M 0.03%
62,406
-13,201
482
$4.19M 0.03%
111,765
+15,625
483
$4.19M 0.03%
32,654
+1,341
484
$4.16M 0.03%
99,464
+8,949
485
$4.15M 0.03%
195,436
+13,120
486
$4.14M 0.03%
108,580
+2,946
487
$4.13M 0.03%
191,101
+30,843
488
$4.13M 0.03%
40,979
+4,358
489
$4.13M 0.03%
49,551
-6,276
490
$4.1M 0.03%
73,990
+2,142
491
$4.09M 0.03%
44,878
+960
492
$4.08M 0.03%
40,206
+20,877
493
$4.08M 0.03%
37,147
+3,631
494
$4.07M 0.03%
68,134
+6,284
495
$4.07M 0.03%
36,992
+2,299
496
$4.07M 0.03%
43,016
+12,958
497
$4.04M 0.03%
74,426
-16,923
498
$4.02M 0.03%
156,932
+115,378
499
$4.01M 0.03%
+147,098
500
$4M 0.03%
239,267
+3,377
18 19
20
21 22