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
751
$3.22M 0.01%
180,693
752
$3.21M 0.01%
58,049
-8,182
753
$3.2M 0.01%
641,935
-28,129
754
$3.2M 0.01%
94,011
+1,067
755
$3.2M 0.01%
83,750
-691
756
$3.19M 0.01%
70,166
-1,943
757
$3.16M 0.01%
48,848
+2,143
758
$3.16M 0.01%
151,397
+43,092
759
$3.13M 0.01%
128,889
-9,862
760
$3.13M 0.01%
93,018
+1,265
761
$3.12M 0.01%
84,600
-834
762
$3.11M 0.01%
61,082
-2,942
763
$3.09M 0.01%
149,543
+107,915
764
$3.09M 0.01%
66,641
-5,971
765
$3.09M 0.01%
159,767
+49,010
766
$3.07M 0.01%
38,524
-10,685
767
$3.07M 0.01%
113,598
+1,779
768
$3.07M 0.01%
65,380
+22,132
769
$3.07M 0.01%
15,403
-1,173
770
$3.06M 0.01%
91,926
+1,034
771
$3.06M 0.01%
49,537
+1,703
772
$3.05M 0.01%
69,208
-4,479
773
$3.05M 0.01%
+50,564
774
$3.04M 0.01%
36,031
+647
775
$3.03M 0.01%
29,087
+67
29 30
31
32 33