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
1251
$232K ﹤0.01%
+8,508
1252
$230K ﹤0.01%
+5,429
1253
$229K ﹤0.01%
+9,446
1254
$229K ﹤0.01%
9,527
1255
$229K ﹤0.01%
11,116
+246
1256
$228K ﹤0.01%
7,701
-2,849
1257
$225K ﹤0.01%
4,145
1258
$225K ﹤0.01%
+1,383
1259
$224K ﹤0.01%
3,399
-258
1260
$222K ﹤0.01%
4,765
1261
$222K ﹤0.01%
+1,983
1262
$221K ﹤0.01%
+2,849
1263
$221K ﹤0.01%
5,236
+636
1264
$218K ﹤0.01%
10,831
-4,140
1265
$217K ﹤0.01%
+2,156
1266
$216K ﹤0.01%
3,438
-607
1267
$215K ﹤0.01%
+635
1268
$215K ﹤0.01%
+7,652
1269
$215K ﹤0.01%
5,685
1270
$214K ﹤0.01%
+4,400
1271
$213K ﹤0.01%
2,301
-507
1272
$213K ﹤0.01%
+630
1273
$212K ﹤0.01%
+17,530
1274
$211K ﹤0.01%
+3,116
1275
$210K ﹤0.01%
3,501
-499