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
1151
$882K ﹤0.01%
42,106
-8,936
1152
$880K ﹤0.01%
75,075
-32,919
1153
$876K ﹤0.01%
8,479
-1,533
1154
$872K ﹤0.01%
9,778
+309
1155
$872K ﹤0.01%
8,854
-41,937
1156
$871K ﹤0.01%
10,694
-121
1157
$863K ﹤0.01%
17,911
+777
1158
$862K ﹤0.01%
33,766
-26,841
1159
$854K ﹤0.01%
6,259
+4,120
1160
$852K ﹤0.01%
32,784
-3,652
1161
$850K ﹤0.01%
+25,566
1162
$845K ﹤0.01%
2,696
-839
1163
$843K ﹤0.01%
10,797
-4
1164
$840K ﹤0.01%
32,680
+554
1165
$838K ﹤0.01%
36,451
+1,472
1166
$832K ﹤0.01%
8,928
1167
$832K ﹤0.01%
14,115
-6,728
1168
$829K ﹤0.01%
5,420
+3,387
1169
$827K ﹤0.01%
22,491
+2,292
1170
$826K ﹤0.01%
10,730
-334
1171
$825K ﹤0.01%
25,305
+1,034
1172
$824K ﹤0.01%
32,052
+1,853
1173
$822K ﹤0.01%
3,459
+18
1174
$819K ﹤0.01%
16,240
-3,093
1175
$815K ﹤0.01%
34,222
+16,755
45 46
47
48 49