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
1276
$209K ﹤0.01%
9,972
-112,725
1277
$209K ﹤0.01%
+13,670
1278
$208K ﹤0.01%
7,050
-11,800
1279
$208K ﹤0.01%
+2,945
1280
$204K ﹤0.01%
8,153
-1,061
1281
$203K ﹤0.01%
4,975
+168
1282
$203K ﹤0.01%
+4,800
1283
$203K ﹤0.01%
1,839
-94
1284
$201K ﹤0.01%
+10,796
1285
$201K ﹤0.01%
+6,087
1286
$190K ﹤0.01%
11,748
1287
$188K ﹤0.01%
+18,255
1288
$188K ﹤0.01%
16,912
+392
1289
$187K ﹤0.01%
29,276
+6,816
1290
$185K ﹤0.01%
13,701
-499
1291
$183K ﹤0.01%
13,385
-4,344
1292
$174K ﹤0.01%
11,924
+2
1293
$167K ﹤0.01%
+19,957
1294
$167K ﹤0.01%
13,500
1295
$165K ﹤0.01%
19,550
1296
$163K ﹤0.01%
+18,761
1297
$162K ﹤0.01%
21,602
-300
1298
$162K ﹤0.01%
21,194
-37,726
1299
$154K ﹤0.01%
+2,654
1300
$153K ﹤0.01%
15,723
50 51
52
53 54