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
551
$6.42M 0.02%
61,059
+1,058
552
$6.41M 0.02%
382,425
+295,760
553
$6.41M 0.02%
129,488
-2,938
554
$6.39M 0.02%
378,816
-3,234
555
$6.38M 0.02%
581,358
-28,932
556
$6.34M 0.02%
194,843
-446
557
$6.31M 0.02%
73,109
-7,657
558
$6.29M 0.02%
140,770
+115,527
559
$6.29M 0.02%
210,462
+87,366
560
$6.23M 0.02%
27,346
+2,842
561
$6.21M 0.02%
221,627
-8,470
562
$6.21M 0.02%
188,366
-23,051
563
$6.21M 0.02%
309,280
+301,561
564
$6.2M 0.02%
85,649
+5,249
565
$6.19M 0.02%
159,822
-34,023
566
$6.19M 0.02%
136,391
+317
567
$6.16M 0.02%
40,072
-1,325
568
$6.15M 0.02%
116,210
+20,132
569
$6.12M 0.02%
57,457
-8,369
570
$6.09M 0.02%
62,067
+8,492
571
$6.05M 0.02%
348,339
+301,245
572
$5.99M 0.02%
20,508
-3,951
573
$5.97M 0.02%
56,248
+2,619
574
$5.97M 0.02%
450,487
-35,385
575
$5.96M 0.02%
40,368
+215
21 22
23
24 25