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
1376
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-3,850
1377
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-4,038
1378
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-67,311
1379
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-20,125
1380
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-10,491
1381
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-229,324
1382
– –
-12,880
1383
– –
-2,737
1384
– –
-48,807
1385
– –
-1,685
1386
– –
-36,091
1387
– –
-12,496
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