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
$16B
AUM Growth
+$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,388
New
Increased
Reduced
Closed

Top Buys

1
+$60.9M
2
+$53.9M
3
+$43M
4
ETSY icon
Etsy
ETSY
+$27.6M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$22.9M

Top Sells

1
+$51.9M
2
+$41.8M
3
+$33.4M
4
OSK icon
Oshkosh
OSK
+$28.8M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$26.1M

Sector Composition

1 Technology 16.45%
2 Healthcare 11.39%
3 Industrials 10.8%
4 Financials 9.74%
5 Consumer Discretionary 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$331K ﹤0.01%
6,864
+218
1152
$331K ﹤0.01%
5,610
-1,549
1153
$331K ﹤0.01%
47,250
+850
1154
$330K ﹤0.01%
5,847
+285
1155
$329K ﹤0.01%
6,263
-5,445
1156
$329K ﹤0.01%
15,551
-3,499
1157
$328K ﹤0.01%
6,856
+1
1158
$326K ﹤0.01%
16,394
+2,742
1159
$326K ﹤0.01%
+4,973
1160
$325K ﹤0.01%
6,546
-1,960
1161
$325K ﹤0.01%
6,800
+100
1162
$320K ﹤0.01%
5,389
+1,389
1163
$318K ﹤0.01%
4,333
-9
1164
$317K ﹤0.01%
+6,602
1165
$316K ﹤0.01%
9,185
+1,426
1166
$316K ﹤0.01%
7,516
-8,634
1167
$314K ﹤0.01%
19,422
-300
1168
$313K ﹤0.01%
4,726
1169
$310K ﹤0.01%
13,552
1170
$308K ﹤0.01%
23,875
+6,850
1171
$308K ﹤0.01%
28,950
+13,055
1172
$307K ﹤0.01%
+5,028
1173
$306K ﹤0.01%
6,663
-447
1174
$305K ﹤0.01%
+5,600
1175
$300K ﹤0.01%
4,725
+579
45 46
47
48 49