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
1226
$249K ﹤0.01%
20,491
+340
1227
$247K ﹤0.01%
11,039
+855
1228
$246K ﹤0.01%
1,417
+210
1229
$246K ﹤0.01%
9,901
+801
1230
$245K ﹤0.01%
10,087
1231
$245K ﹤0.01%
12,003
+317
1232
$243K ﹤0.01%
2,814
-1,206
1233
$243K ﹤0.01%
9,750
1234
$242K ﹤0.01%
6,585
1235
$241K ﹤0.01%
22,710
-1,915
1236
$240K ﹤0.01%
2,500
1237
$240K ﹤0.01%
3,842
-100
1238
$238K ﹤0.01%
18,643
1239
$238K ﹤0.01%
9,430
-713
1240
$237K ﹤0.01%
3,327
-400,250
1241
$236K ﹤0.01%
6,195
1242
$236K ﹤0.01%
33,233
-17,533
1243
$236K ﹤0.01%
+10,136
1244
$236K ﹤0.01%
4,520
-400
1245
$235K ﹤0.01%
+3,944
1246
$234K ﹤0.01%
13,629
+1,050
1247
$233K ﹤0.01%
+5,177
1248
$233K ﹤0.01%
+5,185
1249
$233K ﹤0.01%
14,631
-5,418
1250
$232K ﹤0.01%
5,858
+251
48 49
50
51 52