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
626
$5.01M 0.01%
110,181
+8,501
627
$4.99M 0.01%
159,182
-15,891
628
$4.97M 0.01%
13,871
+1,034
629
$4.94M 0.01%
601,187
+204,829
630
$4.93M 0.01%
20,105
-48
631
$4.91M 0.01%
101,342
+9,247
632
$4.88M 0.01%
45,158
-334
633
$4.85M 0.01%
80,858
-4,125
634
$4.79M 0.01%
98,789
+11,291
635
$4.76M 0.01%
1,077,736
-103,368
636
$4.71M 0.01%
59,612
-1,779
637
$4.7M 0.01%
189,276
+7,297
638
$4.69M 0.01%
58,857
+406
639
$4.69M 0.01%
126,432
-3,507
640
$4.68M 0.01%
212,423
-10,661
641
$4.66M 0.01%
32,266
+8,853
642
$4.66M 0.01%
20,625
-1,815
643
$4.58M 0.01%
205,725
-70,599
644
$4.57M 0.01%
13,293
+2,673
645
$4.56M 0.01%
69,881
-4,224
646
$4.55M 0.01%
138,850
+14,182
647
$4.54M 0.01%
60,543
+810
648
$4.53M 0.01%
171,439
+27,299
649
$4.49M 0.01%
156,761
-11,924
650
$4.46M 0.01%
75,879
-10,000
24 25
26
27 28