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
1226
$671K ﹤0.01%
66,071
+6,437
1227
$670K ﹤0.01%
8,952
+412
1228
$669K ﹤0.01%
6,794
+21
1229
$669K ﹤0.01%
5,243
+110
1230
$668K ﹤0.01%
15,999
-1,097
1231
$668K ﹤0.01%
3,327
+1,803
1232
$664K ﹤0.01%
29,534
+3,512
1233
$663K ﹤0.01%
35,071
+314
1234
$659K ﹤0.01%
8,372
+36
1235
$657K ﹤0.01%
6,882
-159
1236
$656K ﹤0.01%
6,037
+188
1237
$656K ﹤0.01%
21,752
+167
1238
$654K ﹤0.01%
12,147
+1,781
1239
$653K ﹤0.01%
13,349
+3,022
1240
$653K ﹤0.01%
17,101
-2,979
1241
$651K ﹤0.01%
+6,953
1242
$648K ﹤0.01%
+14,973
1243
$647K ﹤0.01%
20,942
-10
1244
$647K ﹤0.01%
4,995
+37
1245
$645K ﹤0.01%
5,449
+814
1246
$643K ﹤0.01%
23,769
-3,103
1247
$637K ﹤0.01%
12,149
+1,513
1248
$637K ﹤0.01%
18,934
+6,842
1249
$636K ﹤0.01%
32,832
+4,776
1250
$634K ﹤0.01%
38,166
-28,449
48 49
50
51 52