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
101
$81.7M 0.22%
267,541
+37,591
102
$81M 0.22%
882,279
+308,745
103
$80.9M 0.22%
388,710
+20,931
104
$79.5M 0.22%
1,104,397
-286,424
105
$78.7M 0.21%
203,707
+8,230
106
$78.6M 0.21%
378,021
+9,218
107
$77.7M 0.21%
904,798
+38,482
108
$77.5M 0.21%
2,073,402
-47,747
109
$75.2M 0.21%
326,725
+14,929
110
$75.2M 0.21%
1,343,394
-40,580
111
$75.1M 0.21%
244,690
+12,776
112
$74.9M 0.2%
427,952
+1,300
113
$73.6M 0.2%
487,081
+19,165
114
$73.1M 0.2%
158,149
+7,568
115
$72.6M 0.2%
798,255
-52,141
116
$72.4M 0.2%
279,436
+10,508
117
$71.9M 0.2%
306,959
+14,495
118
$70.6M 0.19%
170,431
-46,021
119
$69.7M 0.19%
1,464,917
-37,388
120
$68.5M 0.19%
540,279
+62,604
121
$68.2M 0.19%
229,220
+9,955
122
$68.1M 0.19%
752,543
-202,568
123
$68M 0.19%
1,104,152
+39,894
124
$67.9M 0.19%
2,095,562
-76,227
125
$67.5M 0.18%
610,678
+34,238
3 4
5
6 7