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
1451
$362K ﹤0.01%
8,222
1452
$362K ﹤0.01%
7,020
-9
1453
$361K ﹤0.01%
24,756
+426
1454
$360K ﹤0.01%
6,526
-7
1455
$360K ﹤0.01%
27,998
-2,000
1456
$355K ﹤0.01%
35,983
+1,324
1457
$354K ﹤0.01%
19,543
+3,008
1458
$353K ﹤0.01%
+14,094
1459
$349K ﹤0.01%
15,173
-222
1460
$347K ﹤0.01%
+7,500
1461
$345K ﹤0.01%
22,181
+585
1462
$342K ﹤0.01%
27,027
+450
1463
$342K ﹤0.01%
19,256
+1,831
1464
$341K ﹤0.01%
41,794
-1,500
1465
$340K ﹤0.01%
2,467
+116
1466
$339K ﹤0.01%
2,416
-119
1467
$339K ﹤0.01%
5,358
+533
1468
$339K ﹤0.01%
3,679
-1,190
1469
$339K ﹤0.01%
157,500
+7,500
1470
$338K ﹤0.01%
26,621
+4,927
1471
$333K ﹤0.01%
57,254
-25,141
1472
$330K ﹤0.01%
13,088
-2,000
1473
$330K ﹤0.01%
13,228
-1,392
1474
$330K ﹤0.01%
39,134
-66
1475
$329K ﹤0.01%
2,013
+948
57 58
59
60 61