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
1301
$153K ﹤0.01%
+12,335
1302
$146K ﹤0.01%
10,951
+1
1303
$143K ﹤0.01%
12,392
+1
1304
$141K ﹤0.01%
12,203
-1,642
1305
$140K ﹤0.01%
+2,260
1306
$135K ﹤0.01%
11,300
+1
1307
$135K ﹤0.01%
+11,000
1308
$128K ﹤0.01%
3,100
+260
1309
$125K ﹤0.01%
10,100
1310
$107K ﹤0.01%
10,000
1311
$106K ﹤0.01%
3,128
-342
1312
$105K ﹤0.01%
53,333
1313
$103K ﹤0.01%
10,700
1314
$101K ﹤0.01%
+10,750
1315
$96K ﹤0.01%
+12,857
1316
$96K ﹤0.01%
56,583
+4
1317
$92K ﹤0.01%
7,451
-5,744
1318
$49K ﹤0.01%
24,713
+117
1319
$48K ﹤0.01%
+4,693
1320
$32K ﹤0.01%
80,539
+2,080
1321
$31K ﹤0.01%
38,707
-3,900
1322
$25K ﹤0.01%
12,000
1323
$22K ﹤0.01%
+611
1324
– –
-13,366
1325
– –
-174,607
51 52
53
54 55