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
1101
$1.04M ﹤0.01%
36,550
+11,539
1102
$1.04M ﹤0.01%
26,728
+1,185
1103
$1.03M ﹤0.01%
18,518
+653
1104
$1.03M ﹤0.01%
33,875
+7,120
1105
$1.03M ﹤0.01%
98,000
+16,227
1106
$1.03M ﹤0.01%
14,550
+693
1107
$1.02M ﹤0.01%
110,319
+3,692
1108
$1.02M ﹤0.01%
2,489
-116
1109
$1.02M ﹤0.01%
7,123
-56
1110
$1.02M ﹤0.01%
8,793
-9,447
1111
$1.02M ﹤0.01%
30,006
+1,560
1112
$1.02M ﹤0.01%
690
+31
1113
$1.01M ﹤0.01%
59,103
-1,173
1114
$1.01M ﹤0.01%
13,482
-299
1115
$1.01M ﹤0.01%
26,093
-114,581
1116
$1M ﹤0.01%
+8,523
1117
$996K ﹤0.01%
16,027
+823
1118
$993K ﹤0.01%
21,670
+1,312
1119
$992K ﹤0.01%
+7,819
1120
$989K ﹤0.01%
122,831
+2,812
1121
$984K ﹤0.01%
+15,369
1122
$982K ﹤0.01%
46,126
-7,420
1123
$979K ﹤0.01%
11,981
+495
1124
$979K ﹤0.01%
42,824
+30,712
1125
$977K ﹤0.01%
18,505
+258
43 44
45
46 47