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
851
$2.37M 0.01%
28,585
-146
852
$2.36M 0.01%
25,684
-79,137
853
$2.35M 0.01%
64,361
+4,924
854
$2.34M 0.01%
23,609
+1,557
855
$2.34M 0.01%
8,912
+567
856
$2.34M 0.01%
27,540
-54
857
$2.33M 0.01%
40,154
+2,032
858
$2.32M 0.01%
28,528
+6,401
859
$2.3M 0.01%
600,822
-32,629
860
$2.3M 0.01%
18,397
-431
861
$2.28M 0.01%
+155,034
862
$2.27M 0.01%
22,648
+713
863
$2.26M 0.01%
+253,298
864
$2.26M 0.01%
40,602
-7,703
865
$2.24M 0.01%
295,010
+35,600
866
$2.23M 0.01%
19,614
+1,055
867
$2.23M 0.01%
184,835
+37,480
868
$2.23M 0.01%
24,434
-57
869
$2.22M 0.01%
+55,955
870
$2.21M 0.01%
117,839
+88,444
871
$2.19M 0.01%
27,312
-17,555
872
$2.19M 0.01%
36,749
-115
873
$2.19M 0.01%
68,905
+3,537
874
$2.18M 0.01%
40,929
+10
875
$2.18M 0.01%
127,544
+466
33 34
35
36 37