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
1126
$973K ﹤0.01%
6,679
+5,000
1127
$971K ﹤0.01%
25,202
+887
1128
$970K ﹤0.01%
37,947
+21,055
1129
$968K ﹤0.01%
46,854
+34,299
1130
$968K ﹤0.01%
30,980
-65
1131
$964K ﹤0.01%
24,366
-557
1132
$947K ﹤0.01%
8,972
-2,953
1133
$944K ﹤0.01%
39,633
-1,868
1134
$944K ﹤0.01%
5,806
+1
1135
$934K ﹤0.01%
+5,581
1136
$932K ﹤0.01%
27,194
-1,274
1137
$931K ﹤0.01%
6,214
+20
1138
$923K ﹤0.01%
2,483
+70
1139
$920K ﹤0.01%
53,246
+1,828
1140
$919K ﹤0.01%
110,212
-1,321
1141
$919K ﹤0.01%
30,055
-221
1142
$917K ﹤0.01%
17,775
-1,085
1143
$916K ﹤0.01%
+21,692
1144
$914K ﹤0.01%
16,636
+44
1145
$903K ﹤0.01%
16,211
-2,071
1146
$903K ﹤0.01%
18,047
-1,541
1147
$891K ﹤0.01%
16,121
-104,052
1148
$886K ﹤0.01%
127,531
+23,391
1149
$883K ﹤0.01%
26,120
-97,560
1150
$883K ﹤0.01%
129,827
+48,641
44 45
46
47 48