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
126
$67.3M 0.18%
983,201
+89,836
127
$66.9M 0.18%
362,122
-14,533
128
$66.4M 0.18%
863,462
-275,745
129
$66.2M 0.18%
130,689
-714
130
$65.7M 0.18%
2,784,249
+846,441
131
$65M 0.18%
829,383
-48,851
132
$64.9M 0.18%
890,013
+51,405
133
$64.6M 0.18%
165,865
+8,740
134
$64.3M 0.18%
341,152
+13,471
135
$64.2M 0.18%
434,038
+108,887
136
$63.6M 0.17%
249,457
-980
137
$63.4M 0.17%
685,280
+17,262
138
$63.2M 0.17%
107,406
+7,907
139
$62.9M 0.17%
986,567
-171,000
140
$62.5M 0.17%
388,423
+5,740
141
$61.9M 0.17%
1,055,902
+51,144
142
$61.7M 0.17%
1,063,571
+12,598
143
$61.4M 0.17%
594,178
-121,459
144
$61M 0.17%
434,932
+15,240
145
$60.9M 0.17%
495,861
+25,074
146
$59.9M 0.16%
158,697
+3,092
147
$59.1M 0.16%
387,544
+23,071
148
$59M 0.16%
369,943
+60,062
149
$58.9M 0.16%
1,327,397
+21,983
150
$58.6M 0.16%
341,529
-60,508
4 5
6
7 8