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
476
$8.27M 0.02%
332,121
-641
477
$8.23M 0.02%
180,844
-284
478
$8.21M 0.02%
156,345
-2,530
479
$8.17M 0.02%
66,512
-11,542
480
$8.16M 0.02%
154,059
-1,141
481
$8.14M 0.02%
161,472
+21,606
482
$8.14M 0.02%
21,486
-7,686
483
$8.08M 0.02%
106,546
+6,220
484
$8.07M 0.02%
40,533
-4,646
485
$8.04M 0.02%
192,779
+2,540
486
$7.99M 0.02%
52,604
+578
487
$7.99M 0.02%
534,734
+440,333
488
$7.99M 0.02%
156,117
-202,793
489
$7.97M 0.02%
91,814
-2,874
490
$7.96M 0.02%
24,265
-4,143
491
$7.95M 0.02%
183,529
+14,841
492
$7.84M 0.02%
36,611
+2,668
493
$7.83M 0.02%
102,057
+83,256
494
$7.82M 0.02%
174,762
+23,462
495
$7.79M 0.02%
27,235
-29,781
496
$7.78M 0.02%
1,017,934
+47,229
497
$7.76M 0.02%
48,041
-10,374
498
$7.75M 0.02%
105,101
-3,891
499
$7.72M 0.02%
364,208
+184,078
500
$7.72M 0.02%
136,728
-20,693
18 19
20
21 22