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
801
$2.86M 0.01%
56,985
+9,752
802
$2.84M 0.01%
47,713
+3,144
803
$2.83M 0.01%
50,727
-65,888
804
$2.83M 0.01%
84,582
+7,857
805
$2.83M 0.01%
15,545
+165
806
$2.81M 0.01%
88,361
-694
807
$2.81M 0.01%
35,441
+1,999
808
$2.8M 0.01%
11,320
-15,672
809
$2.8M 0.01%
206,247
-13,052
810
$2.8M 0.01%
71,059
+1,648
811
$2.79M 0.01%
206,576
+5,030
812
$2.78M 0.01%
103,876
+4,310
813
$2.78M 0.01%
48,642
+4,042
814
$2.77M 0.01%
155,198
+2,756
815
$2.75M 0.01%
48,850
+37
816
$2.73M 0.01%
436,325
-4,840
817
$2.73M 0.01%
15,026
+3,046
818
$2.73M 0.01%
156,464
+6,711
819
$2.72M 0.01%
406,425
+35,109
820
$2.72M 0.01%
94,545
+74,154
821
$2.71M 0.01%
104,233
-44,066
822
$2.7M 0.01%
39,627
+21,900
823
$2.7M 0.01%
143,668
+117,046
824
$2.67M 0.01%
440,795
+11,179
825
$2.67M 0.01%
226,578
+2,621
31 32
33
34 35