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
1526
$279K ﹤0.01%
8,086
-546
1527
$279K ﹤0.01%
+5,093
1528
$277K ﹤0.01%
2,289
+1
1529
$276K ﹤0.01%
5,662
+529
1530
$275K ﹤0.01%
6,421
-40
1531
$274K ﹤0.01%
27,590
-16,667
1532
$273K ﹤0.01%
8,609
-6,429
1533
$273K ﹤0.01%
16,888
-367
1534
$272K ﹤0.01%
10,950
-14,097
1535
$272K ﹤0.01%
3,069
-524
1536
$271K ﹤0.01%
+11,621
1537
$270K ﹤0.01%
16,035
-957
1538
$269K ﹤0.01%
6,037
+168
1539
$269K ﹤0.01%
3,424
-17,775
1540
$268K ﹤0.01%
6,941
-3,011
1541
$266K ﹤0.01%
1,686
+29
1542
$265K ﹤0.01%
4,500
1543
$264K ﹤0.01%
10,661
+661
1544
$264K ﹤0.01%
19,675
-8
1545
$262K ﹤0.01%
5,816
-3,854
1546
$261K ﹤0.01%
2,569
+517
1547
$261K ﹤0.01%
10,664
+664
1548
$260K ﹤0.01%
10,664
+664
1549
$257K ﹤0.01%
+10,000
1550
$257K ﹤0.01%
5,753
-407
60 61
62
63 64