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
1176
$299K ﹤0.01%
20,000
1177
$299K ﹤0.01%
+4,510
1178
$299K ﹤0.01%
4,970
-32
1179
$299K ﹤0.01%
4,025
+647
1180
$298K ﹤0.01%
8,989
+4
1181
$297K ﹤0.01%
11,179
-5,000
1182
$296K ﹤0.01%
+16,335
1183
$292K ﹤0.01%
+11,412
1184
$290K ﹤0.01%
5,056
-577
1185
$289K ﹤0.01%
+6,920
1186
$288K ﹤0.01%
7,568
-49,738
1187
$288K ﹤0.01%
8,613
+235
1188
$288K ﹤0.01%
+6,031
1189
$287K ﹤0.01%
2,636
+53
1190
$286K ﹤0.01%
15,800
-1,500
1191
$284K ﹤0.01%
6,218
+1,479
1192
$283K ﹤0.01%
5,702
1193
$282K ﹤0.01%
7,877
-3,732
1194
$281K ﹤0.01%
7,139
+583
1195
$281K ﹤0.01%
7,152
+205
1196
$280K ﹤0.01%
+8,016
1197
$278K ﹤0.01%
11,842
+2,890
1198
$277K ﹤0.01%
6,758
+2
1199
$275K ﹤0.01%
11,187
-545
1200
$274K ﹤0.01%
+4,421
46 47
48
49 50