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
1301
$550K ﹤0.01%
68,414
+1,182
1302
$543K ﹤0.01%
7,048
+269
1303
$542K ﹤0.01%
+10,139
1304
$539K ﹤0.01%
33,961
+877
1305
$539K ﹤0.01%
+9,623
1306
$538K ﹤0.01%
36,630
+614
1307
$537K ﹤0.01%
86,758
+1,178
1308
$535K ﹤0.01%
17,442
-38,049
1309
$535K ﹤0.01%
36,891
+385
1310
$535K ﹤0.01%
17,549
+3,443
1311
$534K ﹤0.01%
70,965
-5,698
1312
$533K ﹤0.01%
15,082
+1,072
1313
$532K ﹤0.01%
3,152
+172
1314
$528K ﹤0.01%
10,440
+832
1315
$525K ﹤0.01%
3,588
-73
1316
$524K ﹤0.01%
50,858
+465
1317
$523K ﹤0.01%
35,967
-7,101
1318
$522K ﹤0.01%
5,468
+318
1319
$519K ﹤0.01%
7,571
+601
1320
$518K ﹤0.01%
3,853
-269
1321
$517K ﹤0.01%
5,673
+21
1322
$517K ﹤0.01%
21,924
+1,358
1323
$516K ﹤0.01%
5,552
+373
1324
$515K ﹤0.01%
463
-33
1325
$510K ﹤0.01%
1,247
+313
51 52
53
54 55