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
1551
$256K ﹤0.01%
6,706
+44
1552
$256K ﹤0.01%
5,542
-1,719
1553
$256K ﹤0.01%
+2,501
1554
$255K ﹤0.01%
4,365
+253
1555
$255K ﹤0.01%
868
-143
1556
$253K ﹤0.01%
+8,300
1557
$253K ﹤0.01%
7,584
-1,131
1558
$252K ﹤0.01%
512
-94
1559
$252K ﹤0.01%
50,000
1560
$251K ﹤0.01%
+671
1561
$250K ﹤0.01%
1,614
-8,566
1562
$247K ﹤0.01%
2,014
-700
1563
$246K ﹤0.01%
7,774
+55
1564
$245K ﹤0.01%
3,663
-7
1565
$245K ﹤0.01%
4,914
-45,161
1566
$244K ﹤0.01%
+5,075
1567
$241K ﹤0.01%
11,716
-1,365
1568
$241K ﹤0.01%
+1,862
1569
$241K ﹤0.01%
+3,170
1570
$240K ﹤0.01%
3,909
1571
$240K ﹤0.01%
12,333
+31
1572
$240K ﹤0.01%
10,635
1573
$239K ﹤0.01%
3,506
-102
1574
$238K ﹤0.01%
+12,942
1575
$238K ﹤0.01%
1,246
-128
61 62
63
64 65