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
1501
$299K ﹤0.01%
20,297
1502
$299K ﹤0.01%
3,980
-7,210
1503
$298K ﹤0.01%
11,956
-3,243
1504
$298K ﹤0.01%
4,482
-43,025
1505
$297K ﹤0.01%
9,864
-274
1506
$296K ﹤0.01%
+2,067
1507
$293K ﹤0.01%
13,549
-81
1508
$293K ﹤0.01%
5,722
1509
$292K ﹤0.01%
1,502
+199
1510
$291K ﹤0.01%
6,938
-4,571
1511
$291K ﹤0.01%
21,182
+2,037
1512
$290K ﹤0.01%
10,731
+147
1513
$290K ﹤0.01%
210
-37
1514
$287K ﹤0.01%
10,236
-3,371
1515
$286K ﹤0.01%
7,253
-367
1516
$286K ﹤0.01%
1,568
1517
$286K ﹤0.01%
+7,510
1518
$286K ﹤0.01%
+2,416
1519
$284K ﹤0.01%
4,966
+93
1520
$284K ﹤0.01%
11,510
-279
1521
$284K ﹤0.01%
+20,151
1522
$283K ﹤0.01%
+4,450
1523
$281K ﹤0.01%
20,000
1524
$281K ﹤0.01%
2,727
+5
1525
$280K ﹤0.01%
47
+6
59 60
61
62 63