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
$36.7B
AUM Growth
-$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,789
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$40.7M
3
+$32.8M
4
MSCI icon
MSCI
MSCI
+$29.2M
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
TSCO icon
Tractor Supply
TSCO
+$27.9M
5
SEDG icon
SolarEdge
SEDG
+$27.7M

Sector Composition

1 Technology 18.49%
2 Financials 11.84%
3 Industrials 11.18%
4 Healthcare 9.79%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$1.58M ﹤0.01%
56,908
+26,371
977
$1.58M ﹤0.01%
48,757
-8,647
978
$1.58M ﹤0.01%
79,751
-3,443
979
$1.58M ﹤0.01%
37,636
+2,184
980
$1.57M ﹤0.01%
29,723
-2,226
981
$1.57M ﹤0.01%
144,816
+3,487
982
$1.57M ﹤0.01%
41,278
+2,144
983
$1.57M ﹤0.01%
64,666
+56,326
984
$1.55M ﹤0.01%
19,227
+4,955
985
$1.55M ﹤0.01%
27,293
-719
986
$1.55M ﹤0.01%
104,126
+2,486
987
$1.55M ﹤0.01%
65,065
+4,558
988
$1.54M ﹤0.01%
27,777
-1,827
989
$1.54M ﹤0.01%
48,998
+3,745
990
$1.53M ﹤0.01%
14,160
+137
991
$1.53M ﹤0.01%
563,046
-8,612
992
$1.52M ﹤0.01%
149,203
+79,212
993
$1.51M ﹤0.01%
90,617
+19,916
994
$1.51M ﹤0.01%
40,694
+7,357
995
$1.5M ﹤0.01%
76,811
-4,212
996
$1.5M ﹤0.01%
18,190
-70
997
$1.5M ﹤0.01%
67,665
-1,206
998
$1.5M ﹤0.01%
93,672
-2,004
999
$1.5M ﹤0.01%
18,384
-16,227
1000
$1.48M ﹤0.01%
102,259
+2,512
38 39
40
41 42