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
901
$2.05M 0.01%
45,718
+1,238
902
$2.05M 0.01%
30,102
+1,366
903
$2.05M 0.01%
135,051
-7,012
904
$2.04M 0.01%
78,538
+19,306
905
$2.03M 0.01%
18,691
+735
906
$2.01M 0.01%
31,019
-80
907
$2M 0.01%
17,463
+273
908
$1.98M 0.01%
57,797
-388
909
$1.98M 0.01%
3,264
+18
910
$1.98M 0.01%
24,196
+464
911
$1.97M 0.01%
19,848
+261
912
$1.97M 0.01%
167,709
-1,314
913
$1.93M 0.01%
17,849
-36,157
914
$1.92M 0.01%
40,909
+154
915
$1.92M 0.01%
17,286
+2,033
916
$1.9M 0.01%
9,387
+165
917
$1.9M 0.01%
29,917
-4,418
918
$1.9M 0.01%
111,880
+3,176
919
$1.9M 0.01%
24,788
+12,072
920
$1.89M 0.01%
48,039
+10,280
921
$1.88M 0.01%
39,670
+3,160
922
$1.88M 0.01%
62,605
-2,606
923
$1.88M 0.01%
23,944
+139
924
$1.88M 0.01%
36,084
925
$1.87M 0.01%
1,573,211
-66,290
35 36
37
38 39