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
801
$1.2M 0.01%
25,406
-62
802
$1.19M 0.01%
114,234
+41,052
803
$1.19M 0.01%
10,846
+777
804
$1.18M 0.01%
34,559
-8
805
$1.17M 0.01%
5,875
-1,219
806
$1.17M 0.01%
82,907
+26,198
807
$1.17M 0.01%
100,578
+42,972
808
$1.16M 0.01%
68,684
-1,044
809
$1.16M 0.01%
85,643
-2,090
810
$1.15M 0.01%
22,662
-11,935
811
$1.15M 0.01%
67,829
-51,510
812
$1.15M 0.01%
19,112
-613
813
$1.15M 0.01%
51,345
+958
814
$1.14M 0.01%
31,438
+334
815
$1.13M 0.01%
71,177
-743
816
$1.13M 0.01%
118,955
-5,887
817
$1.13M 0.01%
116,252
-88,801
818
$1.12M 0.01%
10,305
+1,121
819
$1.12M 0.01%
8,791
+46
820
$1.12M 0.01%
21,412
+1,006
821
$1.12M 0.01%
17,980
+185
822
$1.12M 0.01%
31,440
+186
823
$1.12M 0.01%
52,049
+8,248
824
$1.11M 0.01%
25,791
-345
825
$1.11M 0.01%
216,101
-6,699
31 32
33
34 35