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
1476
$327K ﹤0.01%
3,132
+41
1477
$327K ﹤0.01%
5,740
-22,606
1478
$322K ﹤0.01%
+29,659
1479
$322K ﹤0.01%
12,736
+672
1480
$321K ﹤0.01%
19,206
-672
1481
$320K ﹤0.01%
29,750
1482
$319K ﹤0.01%
11,468
+272
1483
$319K ﹤0.01%
5,301
+8
1484
$316K ﹤0.01%
9,941
+119
1485
$315K ﹤0.01%
1,851
+539
1486
$315K ﹤0.01%
10,906
+180
1487
$314K ﹤0.01%
4,216
+21
1488
$312K ﹤0.01%
10,400
+1,000
1489
$312K ﹤0.01%
37,076
+10,750
1490
$312K ﹤0.01%
11,053
+4,386
1491
$309K ﹤0.01%
9,928
-30
1492
$307K ﹤0.01%
6,774
+185
1493
$307K ﹤0.01%
3,137
+240
1494
$305K ﹤0.01%
37,601
-63
1495
$305K ﹤0.01%
+11,150
1496
$305K ﹤0.01%
3,010
-74
1497
$305K ﹤0.01%
6,404
+347
1498
$303K ﹤0.01%
1,658
+342
1499
$302K ﹤0.01%
6,145
-630
1500
$301K ﹤0.01%
3,318
+553
58 59
60
61 62