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
651
$4.46M 0.01%
103,514
+941
652
$4.44M 0.01%
11,109
+17
653
$4.44M 0.01%
104,042
+3,589
654
$4.37M 0.01%
43,591
+2,430
655
$4.36M 0.01%
81,976
+11,304
656
$4.35M 0.01%
6,282
-6
657
$4.32M 0.01%
38,218
+244
658
$4.3M 0.01%
50,859
-576
659
$4.29M 0.01%
82,596
+7,487
660
$4.27M 0.01%
44,984
+5,257
661
$4.27M 0.01%
13,497
+237
662
$4.26M 0.01%
74,878
-44,877
663
$4.25M 0.01%
49,572
+1,998
664
$4.24M 0.01%
418,535
-1,693
665
$4.22M 0.01%
27,488
-349
666
$4.22M 0.01%
41,632
-489
667
$4.22M 0.01%
391,841
+8,104
668
$4.21M 0.01%
37,663
+1,770
669
$4.17M 0.01%
72,984
+4,959
670
$4.17M 0.01%
42,936
-98
671
$4.17M 0.01%
207,381
+110,495
672
$4.17M 0.01%
306,121
+25,407
673
$4.16M 0.01%
53,213
+4,417
674
$4.15M 0.01%
1,633
+467
675
$4.13M 0.01%
501,805
+34,145
25 26
27
28 29