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
76
$108M 0.29%
933,717
+19,863
77
$106M 0.29%
1,175,923
-309,407
78
$106M 0.29%
297,491
+4,995
79
$103M 0.28%
419,397
+16,767
80
$103M 0.28%
3,510,460
+148,681
81
$98.9M 0.27%
2,436,550
-643,010
82
$97M 0.26%
476,621
+162,929
83
$96.1M 0.26%
1,105,497
+53,114
84
$96M 0.26%
849,703
-7,373
85
$95.9M 0.26%
484,621
+19,044
86
$94.8M 0.26%
669,060
+24,683
87
$93.5M 0.26%
601,696
+77,055
88
$91.5M 0.25%
823,476
-33,197
89
$90M 0.25%
555,542
+20,247
90
$89.8M 0.25%
580,102
+125,896
91
$89.8M 0.25%
250,755
-9,147
92
$89.8M 0.24%
1,055,741
+1,749
93
$89.5M 0.24%
419,735
+4,975
94
$89.1M 0.24%
441,594
+18,415
95
$89.1M 0.24%
903,375
+105,923
96
$87.1M 0.24%
318,851
-12,320
97
$85.1M 0.23%
911,894
+109,397
98
$84.1M 0.23%
1,219,718
-50,567
99
$83.6M 0.23%
311,244
+1,242
100
$83.1M 0.23%
305,319
-2,034
2 3
4
5 6