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
576
$5.94M 0.02%
547,271
+44,391
577
$5.91M 0.02%
60,942
+1,617
578
$5.89M 0.02%
115,878
+13,775
579
$5.89M 0.02%
93,410
-12,707
580
$5.83M 0.02%
258,351
+3,486
581
$5.81M 0.02%
+137,268
582
$5.78M 0.02%
12,597
+225
583
$5.75M 0.02%
24,531
+2,263
584
$5.72M 0.02%
12,467
-2,062
585
$5.71M 0.02%
157,464
+41,044
586
$5.71M 0.02%
96,278
+9,124
587
$5.7M 0.02%
134,439
+1,227
588
$5.68M 0.02%
308,560
+187,565
589
$5.67M 0.02%
236,437
+928
590
$5.67M 0.02%
115,245
+1,535
591
$5.66M 0.02%
7,795
+1,150
592
$5.64M 0.02%
94,914
+14,470
593
$5.64M 0.02%
92,198
+7,358
594
$5.62M 0.02%
33,578
+13,060
595
$5.62M 0.02%
248,617
+20,540
596
$5.61M 0.02%
50,351
+2,275
597
$5.58M 0.02%
220,142
+170
598
$5.58M 0.02%
55,316
+6,617
599
$5.57M 0.02%
142,072
+76,383
600
$5.57M 0.02%
372,417
+14,249
22 23
24
25 26