Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16B
AUM Growth
+$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,388
New
Increased
Reduced
Closed

Top Buys

1
+$60.9M
2
+$53.9M
3
+$43M
4
ETSY icon
Etsy
ETSY
+$27.6M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$22.9M

Top Sells

1
+$51.9M
2
+$41.8M
3
+$33.4M
4
OSK icon
Oshkosh
OSK
+$28.8M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$26.1M

Sector Composition

1 Technology 16.45%
2 Healthcare 11.39%
3 Industrials 10.8%
4 Financials 9.74%
5 Consumer Discretionary 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$65.2M 0.41%
390,197
+3,235
52
$64.3M 0.4%
1,609,545
+116,360
53
$64.3M 0.4%
1,129,113
-257,208
54
$63.8M 0.4%
1,184,454
-22,841
55
$62.3M 0.39%
+2,658,342
56
$62.2M 0.39%
450,447
+2,142
57
$62.1M 0.39%
258,804
+351
58
$62M 0.39%
910,180
+7,259
59
$61.9M 0.39%
853,088
-635,049
60
$61.6M 0.39%
257,082
+2,004
61
$61.5M 0.39%
1,581,175
+47,355
62
$61.1M 0.38%
230,015
+5,815
63
$60.8M 0.38%
226,063
-9,638
64
$59.8M 0.37%
203,551
+4,105
65
$59.5M 0.37%
1,149,384
-1,067,464
66
$59.5M 0.37%
791,497
+278,802
67
$58.9M 0.37%
465,538
+127,279
68
$58.6M 0.37%
1,070,531
+144,031
69
$57.6M 0.36%
179,691
+715
70
$57.5M 0.36%
1,490,098
-24,038
71
$57.3M 0.36%
200,814
+1,747
72
$57.2M 0.36%
376,297
-100,113
73
$56.5M 0.35%
641,979
+5,374
74
$56.1M 0.35%
579,205
+40,106
75
$55.6M 0.35%
528,711
+4,260
1 2
3
4 5