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
926
$754K ﹤0.01%
19,353
+1,028
927
$749K ﹤0.01%
57,200
+715
928
$748K ﹤0.01%
33,348
+11,332
929
$748K ﹤0.01%
12,492
+7,308
930
$743K ﹤0.01%
20,540
+14,498
931
$741K ﹤0.01%
20,429
-4,206
932
$739K ﹤0.01%
39,568
+423
933
$739K ﹤0.01%
37,778
-36,311
934
$735K ﹤0.01%
75,386
+28,626
935
$725K ﹤0.01%
18,100
-4,100
936
$724K ﹤0.01%
6,924
-813
937
$723K ﹤0.01%
16,475
+6,570
938
$721K ﹤0.01%
17,125
+5,820
939
$714K ﹤0.01%
48,087
+561
940
$712K ﹤0.01%
7,670
+696
941
$711K ﹤0.01%
20,539
-711
942
$706K ﹤0.01%
134,019
+750
943
$706K ﹤0.01%
17,763
+1,057
944
$705K ﹤0.01%
47,930
-939
945
$705K ﹤0.01%
7,760
+3,013
946
$703K ﹤0.01%
26,676
-17
947
$697K ﹤0.01%
5,572
-1,432
948
$697K ﹤0.01%
20,098
-13,711
949
$695K ﹤0.01%
4,299
-243,430
950
$689K ﹤0.01%
6,381
-1,370
36 37
38
39 40