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
776
$1.34M 0.01%
29,483
-31
777
$1.34M 0.01%
39,453
-950
778
$1.33M 0.01%
117,684
+2,496
779
$1.31M 0.01%
25,759
+6,229
780
$1.3M 0.01%
17,335
+106
781
$1.3M 0.01%
340,308
+78,836
782
$1.3M 0.01%
88,636
+1,066
783
$1.3M 0.01%
190,046
+999
784
$1.29M 0.01%
29,809
+575
785
$1.29M 0.01%
40,481
-32,556
786
$1.29M 0.01%
135,075
-66,134
787
$1.28M 0.01%
19,945
+4,913
788
$1.28M 0.01%
70,404
+42,759
789
$1.28M 0.01%
10,113
+118
790
$1.26M 0.01%
157,002
+2
791
$1.26M 0.01%
+9,690
792
$1.25M 0.01%
43,530
-5,362
793
$1.24M 0.01%
34,735
+53
794
$1.24M 0.01%
58,912
+4,601
795
$1.24M 0.01%
21,145
-3,303
796
$1.23M 0.01%
19,857
-3,540
797
$1.21M 0.01%
49,054
+1,476
798
$1.21M 0.01%
17,150
-55
799
$1.21M 0.01%
44,179
+11,607
800
$1.2M 0.01%
59,113
+3,887
30 31
32
33 34