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
951
$1.72M ﹤0.01%
60,264
+1,281
952
$1.72M ﹤0.01%
7,726
+283
953
$1.72M ﹤0.01%
39,046
-4,084
954
$1.71M ﹤0.01%
56,164
-1,608
955
$1.71M ﹤0.01%
1,530
+18
956
$1.7M ﹤0.01%
19,475
+271
957
$1.7M ﹤0.01%
18,042
+244
958
$1.69M ﹤0.01%
110,488
+4,234
959
$1.69M ﹤0.01%
166,338
+33,077
960
$1.69M ﹤0.01%
14,130
961
$1.69M ﹤0.01%
48,851
+729
962
$1.68M ﹤0.01%
41,604
+1,627
963
$1.68M ﹤0.01%
18,513
+3,966
964
$1.67M ﹤0.01%
48,114
-1,405
965
$1.65M ﹤0.01%
19,768
-159
966
$1.64M ﹤0.01%
17,150
+5,075
967
$1.64M ﹤0.01%
16,298
-14,459
968
$1.62M ﹤0.01%
9,402
-233
969
$1.62M ﹤0.01%
23,696
+3,371
970
$1.61M ﹤0.01%
87,750
+1,015
971
$1.61M ﹤0.01%
17,765
+1,254
972
$1.6M ﹤0.01%
119,282
+2,774
973
$1.59M ﹤0.01%
48,071
+902
974
$1.59M ﹤0.01%
43,300
-5,738
975
$1.58M ﹤0.01%
326,039
37 38
39
40 41