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
526
$6.92M 0.02%
15,903
-14,718
527
$6.92M 0.02%
73,155
-20,449
528
$6.91M 0.02%
94,257
+817
529
$6.91M 0.02%
95,211
-1,786
530
$6.91M 0.02%
+83,167
531
$6.89M 0.02%
263,751
+10,967
532
$6.88M 0.02%
144,295
-77,855
533
$6.83M 0.02%
148,465
+14,712
534
$6.82M 0.02%
209,516
+49
535
$6.81M 0.02%
5,369
-103
536
$6.76M 0.02%
119,443
+1,415
537
$6.73M 0.02%
106,046
+9,920
538
$6.72M 0.02%
171,592
+149,538
539
$6.69M 0.02%
237,406
-347,214
540
$6.69M 0.02%
39,535
-1,793
541
$6.67M 0.02%
91,258
-3,224
542
$6.64M 0.02%
1,769
+1
543
$6.62M 0.02%
136,064
+10,175
544
$6.59M 0.02%
169,566
+8,728
545
$6.58M 0.02%
131,141
+44,842
546
$6.51M 0.02%
121,416
+28,877
547
$6.5M 0.02%
147,995
-1,529
548
$6.47M 0.02%
134,704
+2,120
549
$6.45M 0.02%
45,175
+786
550
$6.43M 0.02%
127,659
-13,744
20 21
22
23 24