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
676
$4.12M 0.01%
215,625
+37,907
677
$4.11M 0.01%
478,171
-18,368
678
$4.11M 0.01%
+274,159
679
$4.07M 0.01%
32,582
+2,366
680
$4.06M 0.01%
39,514
+21,887
681
$4.02M 0.01%
20,490
+4,124
682
$4.01M 0.01%
380,423
+23,052
683
$3.99M 0.01%
79,632
+1,383
684
$3.98M 0.01%
35,203
+3,014
685
$3.97M 0.01%
95,380
+27,113
686
$3.94M 0.01%
132,789
-194,518
687
$3.94M 0.01%
3,557
+1,001
688
$3.93M 0.01%
17,408
+243
689
$3.93M 0.01%
20,159
+1,899
690
$3.92M 0.01%
44,406
-9,794
691
$3.91M 0.01%
65,748
+10,582
692
$3.91M 0.01%
54,769
+6,035
693
$3.89M 0.01%
27,783
+6,731
694
$3.88M 0.01%
79,356
+3,733
695
$3.88M 0.01%
50,565
-2,358
696
$3.85M 0.01%
79,099
+63,632
697
$3.84M 0.01%
29,274
+159
698
$3.83M 0.01%
37,185
+1,014
699
$3.83M 0.01%
85,683
+4,716
700
$3.82M 0.01%
57,238
+9,294
26 27
28
29 30