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
1401
$419K ﹤0.01%
4,537
-2,765
1402
$419K ﹤0.01%
2,331
+623
1403
$410K ﹤0.01%
4,471
-1,093
1404
$409K ﹤0.01%
13,950
-500
1405
$407K ﹤0.01%
+2,076
1406
$407K ﹤0.01%
14,915
-1,356
1407
$405K ﹤0.01%
53,622
+8,292
1408
$404K ﹤0.01%
19,898
-2,038
1409
$403K ﹤0.01%
7,391
-555
1410
$402K ﹤0.01%
11,548
-1,524
1411
$402K ﹤0.01%
2,055
+351
1412
$402K ﹤0.01%
4,582
-55
1413
$400K ﹤0.01%
12,353
+658
1414
$398K ﹤0.01%
6,270
1415
$398K ﹤0.01%
23,850
+775
1416
$397K ﹤0.01%
10,856
-413
1417
$397K ﹤0.01%
43,444
-2,912
1418
$396K ﹤0.01%
51,462
1419
$396K ﹤0.01%
9,923
-468
1420
$395K ﹤0.01%
45,824
-25,839
1421
$395K ﹤0.01%
10,437
-17,888
1422
$395K ﹤0.01%
5,658
1423
$394K ﹤0.01%
7,508
+1,075
1424
$394K ﹤0.01%
30,396
+9,232
1425
$393K ﹤0.01%
5,154
+320
55 56
57
58 59