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
501
$7.7M 0.02%
110,888
+94,076
502
$7.67M 0.02%
310,565
-1,327
503
$7.64M 0.02%
29,952
+11,378
504
$7.64M 0.02%
340,590
+18,542
505
$7.58M 0.02%
111,818
-559
506
$7.57M 0.02%
27,614
+178
507
$7.57M 0.02%
27,792
-3,435
508
$7.54M 0.02%
147,724
+37,753
509
$7.48M 0.02%
73,408
-3,426
510
$7.42M 0.02%
30,183
-7,551
511
$7.37M 0.02%
121,594
+188
512
$7.34M 0.02%
221,124
-241,730
513
$7.3M 0.02%
82,229
+5,210
514
$7.29M 0.02%
93,313
-1,462
515
$7.23M 0.02%
264,107
+17,043
516
$7.2M 0.02%
192,789
-30,175
517
$7.18M 0.02%
96,506
+62,464
518
$7.15M 0.02%
34,930
-11,819
519
$7.14M 0.02%
543,235
+104,069
520
$7.11M 0.02%
110,108
+13,335
521
$7.11M 0.02%
51,817
+2,402
522
$7.01M 0.02%
224,711
-60,136
523
$6.98M 0.02%
62,213
+18,653
524
$6.97M 0.02%
86,474
-31,299
525
$6.95M 0.02%
+136,926
19 20
21
22 23