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
1201
$737K ﹤0.01%
4,327
+26
1202
$733K ﹤0.01%
11,502
-642
1203
$731K ﹤0.01%
30,535
-4,779
1204
$729K ﹤0.01%
28,437
+494
1205
$727K ﹤0.01%
+14,239
1206
$724K ﹤0.01%
160,934
+15,563
1207
$724K ﹤0.01%
6,411
-573
1208
$714K ﹤0.01%
16,925
-1,491
1209
$707K ﹤0.01%
24,620
-1,837
1210
$706K ﹤0.01%
61,586
+940
1211
$706K ﹤0.01%
137,652
-10,357
1212
$701K ﹤0.01%
20,518
+871
1213
$696K ﹤0.01%
26,699
+631
1214
$693K ﹤0.01%
14,374
-559
1215
$692K ﹤0.01%
16,226
-3,509
1216
$691K ﹤0.01%
7,700
+448
1217
$691K ﹤0.01%
16,634
+2
1218
$690K ﹤0.01%
12,894
-3,529
1219
$690K ﹤0.01%
+9,087
1220
$689K ﹤0.01%
35,207
-17
1221
$688K ﹤0.01%
28,191
-2
1222
$678K ﹤0.01%
17,538
+31
1223
$677K ﹤0.01%
7,113
-1,704
1224
$676K ﹤0.01%
29,489
1225
$671K ﹤0.01%
21,716
+188
47 48
49
50 51