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
601
$5.56M 0.02%
262,984
+6,953
602
$5.53M 0.02%
110,763
+2,587
603
$5.48M 0.02%
119,861
+271
604
$5.48M 0.01%
151,420
+849
605
$5.46M 0.01%
267,446
+21,855
606
$5.43M 0.01%
52,645
+4,361
607
$5.42M 0.01%
80,195
-1,367
608
$5.35M 0.01%
165,984
-5,882
609
$5.35M 0.01%
88,276
+5,761
610
$5.34M 0.01%
126,915
+64,151
611
$5.33M 0.01%
106,126
+4,744
612
$5.31M 0.01%
175,425
+10,942
613
$5.28M 0.01%
457,511
+1,546
614
$5.27M 0.01%
248,494
-33,567
615
$5.27M 0.01%
48,015
+1,587
616
$5.27M 0.01%
279,969
-17,403
617
$5.25M 0.01%
33,447
+7,389
618
$5.23M 0.01%
107,764
-6,023
619
$5.18M 0.01%
94,921
+3,391
620
$5.14M 0.01%
88,176
+5,584
621
$5.14M 0.01%
24,222
-1,737
622
$5.1M 0.01%
57,451
+3,516
623
$5.07M 0.01%
70,363
+1,909
624
$5.05M 0.01%
910,773
+173,370
625
$5.02M 0.01%
103,285
+53,841
23 24
25
26 27