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
726
$3.53M 0.01%
63,834
-1,747
727
$3.52M 0.01%
167,495
-22,806
728
$3.51M 0.01%
53,518
-252
729
$3.5M 0.01%
51,578
+15,560
730
$3.5M 0.01%
35,520
-6,164
731
$3.49M 0.01%
128,629
+108,565
732
$3.49M 0.01%
62,843
-1,738
733
$3.48M 0.01%
34,383
+44
734
$3.47M 0.01%
34,416
+427
735
$3.47M 0.01%
89,994
-5,728
736
$3.46M 0.01%
47,389
+307
737
$3.42M 0.01%
39,683
+827
738
$3.41M 0.01%
49,094
+4,923
739
$3.38M 0.01%
48,702
+97
740
$3.38M 0.01%
31,932
+350
741
$3.36M 0.01%
45,261
+2,868
742
$3.35M 0.01%
42,606
-617
743
$3.32M 0.01%
14,026
-25
744
$3.31M 0.01%
9,594
-161
745
$3.31M 0.01%
193,858
-298,661
746
$3.3M 0.01%
11,150
-4,266
747
$3.28M 0.01%
16,552
+3,514
748
$3.28M 0.01%
419,570
+37,979
749
$3.23M 0.01%
92,953
-2,440
750
$3.23M 0.01%
30,743
-14,662
28 29
30
31 32