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
701
$3.82M 0.01%
43,438
+7,942
702
$3.81M 0.01%
41,600
-15,504
703
$3.81M 0.01%
19,066
+260
704
$3.8M 0.01%
11,517
+807
705
$3.77M 0.01%
81,603
-8,948
706
$3.76M 0.01%
91,439
+24,049
707
$3.76M 0.01%
57,146
+646
708
$3.74M 0.01%
82,310
-793
709
$3.73M 0.01%
142,583
+5,717
710
$3.71M 0.01%
89,171
+56,051
711
$3.7M 0.01%
77,448
+3,770
712
$3.69M 0.01%
103,705
-1,612
713
$3.68M 0.01%
23,579
+19,463
714
$3.66M 0.01%
51,245
+151
715
$3.66M 0.01%
63,449
-1,995
716
$3.64M 0.01%
4,318
+143
717
$3.63M 0.01%
56,090
+17,187
718
$3.63M 0.01%
151,372
-20,592
719
$3.62M 0.01%
95,950
+1,195
720
$3.62M 0.01%
101,641
+16,520
721
$3.62M 0.01%
63,922
+6,702
722
$3.59M 0.01%
77,670
+114
723
$3.59M 0.01%
48,301
+3,135
724
$3.56M 0.01%
149,020
+1,856
725
$3.54M 0.01%
22,727
-3,294
27 28
29
30 31