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
1326
$509K ﹤0.01%
+25,010
1327
$507K ﹤0.01%
1,956
+98
1328
$507K ﹤0.01%
30,740
+2,155
1329
$505K ﹤0.01%
3,198
+1,935
1330
$504K ﹤0.01%
32,263
-1,781
1331
$500K ﹤0.01%
11,472
-23,062
1332
$500K ﹤0.01%
5,531
+61
1333
$500K ﹤0.01%
11,806
+1,329
1334
$499K ﹤0.01%
10,563
+345
1335
$499K ﹤0.01%
+6,403
1336
$499K ﹤0.01%
2,521
+12
1337
$498K ﹤0.01%
2,450
+168
1338
$492K ﹤0.01%
9,088
+2,170
1339
$488K ﹤0.01%
+17,420
1340
$487K ﹤0.01%
7,015
-11,327
1341
$486K ﹤0.01%
7,077
+85
1342
$483K ﹤0.01%
12,855
+300
1343
$482K ﹤0.01%
46,254
-6,835
1344
$482K ﹤0.01%
23,631
-2,946
1345
$482K ﹤0.01%
2,409
-521
1346
$480K ﹤0.01%
14,111
-1,555
1347
$479K ﹤0.01%
7,571
+311
1348
$475K ﹤0.01%
14,380
-859
1349
$475K ﹤0.01%
+26,257
1350
$475K ﹤0.01%
+17,310
52 53
54
55 56