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
1001
$1.48M ﹤0.01%
106,724
+42,993
1002
$1.46M ﹤0.01%
32,803
-39,410
1003
$1.46M ﹤0.01%
328,433
-19,905
1004
$1.46M ﹤0.01%
29,276
+1,807
1005
$1.46M ﹤0.01%
21,833
+28
1006
$1.45M ﹤0.01%
53,742
-2,259
1007
$1.45M ﹤0.01%
+50,150
1008
$1.44M ﹤0.01%
13,182
-102,146
1009
$1.43M ﹤0.01%
111,302
+57,417
1010
$1.43M ﹤0.01%
53,516
-40,501
1011
$1.43M ﹤0.01%
172,340
-723
1012
$1.43M ﹤0.01%
185,785
+22,818
1013
$1.42M ﹤0.01%
12,894
+5,214
1014
$1.42M ﹤0.01%
51,801
-56,698
1015
$1.41M ﹤0.01%
82,446
+1,619
1016
$1.41M ﹤0.01%
15,856
+2,326
1017
$1.41M ﹤0.01%
37,482
-18,720
1018
$1.41M ﹤0.01%
184,978
-59,538
1019
$1.4M ﹤0.01%
13,274
+1,327
1020
$1.39M ﹤0.01%
26,196
+935
1021
$1.39M ﹤0.01%
26,217
+9,890
1022
$1.39M ﹤0.01%
9,582
-403
1023
$1.39M ﹤0.01%
21,840
-21
1024
$1.39M ﹤0.01%
42,977
-5,764
1025
$1.38M ﹤0.01%
10,873
-217
39 40
41
42 43