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
1576
$237K ﹤0.01%
9,331
-3,433
1577
$235K ﹤0.01%
9,959
1578
$234K ﹤0.01%
64,192
+1
1579
$233K ﹤0.01%
1,444
-625
1580
$233K ﹤0.01%
+3,914
1581
$232K ﹤0.01%
33,479
-8,405
1582
$231K ﹤0.01%
+6,631
1583
$230K ﹤0.01%
5,794
1584
$230K ﹤0.01%
16,363
+1,518
1585
$230K ﹤0.01%
4,860
-1,193
1586
$229K ﹤0.01%
85,609
+14,937
1587
$228K ﹤0.01%
7,882
-110
1588
$228K ﹤0.01%
6,506
-1,000
1589
$228K ﹤0.01%
+8,361
1590
$225K ﹤0.01%
+6,739
1591
$224K ﹤0.01%
17,633
+376
1592
$224K ﹤0.01%
10,290
+26
1593
$223K ﹤0.01%
3,324
-2,539
1594
$222K ﹤0.01%
+6,202
1595
$221K ﹤0.01%
+6,499
1596
$219K ﹤0.01%
+3,816
1597
$218K ﹤0.01%
+5,054
1598
$218K ﹤0.01%
1,964
-32
1599
$218K ﹤0.01%
3,832
-23
1600
$217K ﹤0.01%
1,323
-3
62 63
64
65 66