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
1201
$273K ﹤0.01%
15,001
+1
1202
$272K ﹤0.01%
1,753
+3
1203
$270K ﹤0.01%
+20,583
1204
$269K ﹤0.01%
4,205
-935
1205
$269K ﹤0.01%
4,373
+216
1206
$268K ﹤0.01%
3,207
1207
$268K ﹤0.01%
2,405
+39
1208
$267K ﹤0.01%
7,927
-4,836
1209
$266K ﹤0.01%
3,260
+4
1210
$266K ﹤0.01%
8,094
-14,675
1211
$265K ﹤0.01%
13,371
+1
1212
$264K ﹤0.01%
+541
1213
$264K ﹤0.01%
4,541
+22
1214
$264K ﹤0.01%
3,265
+14
1215
$262K ﹤0.01%
+11,459
1216
$262K ﹤0.01%
+5,308
1217
$261K ﹤0.01%
+10,394
1218
$260K ﹤0.01%
+5,103
1219
$259K ﹤0.01%
3,676
+361
1220
$258K ﹤0.01%
14,421
-3,052
1221
$256K ﹤0.01%
+3,002
1222
$256K ﹤0.01%
10,737
-11,124
1223
$255K ﹤0.01%
25,860
1224
$254K ﹤0.01%
14,962
-513
1225
$251K ﹤0.01%
11,779
47 48
49
50 51