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
1601
$215K ﹤0.01%
4,307
+242
1602
$215K ﹤0.01%
5,740
+16
1603
$214K ﹤0.01%
+9,500
1604
$214K ﹤0.01%
4,533
+83
1605
$214K ﹤0.01%
+5,826
1606
$213K ﹤0.01%
+4,066
1607
$213K ﹤0.01%
6,345
1608
$213K ﹤0.01%
4,644
-25,095
1609
$213K ﹤0.01%
17,519
-580
1610
$213K ﹤0.01%
+3,701
1611
$213K ﹤0.01%
5,231
-10,085
1612
$212K ﹤0.01%
3,167
-22
1613
$212K ﹤0.01%
+6,460
1614
$212K ﹤0.01%
4,053
+95
1615
$211K ﹤0.01%
+6,524
1616
$210K ﹤0.01%
28,010
1617
$210K ﹤0.01%
33,323
-3,812
1618
$208K ﹤0.01%
5,130
-334
1619
$207K ﹤0.01%
2,483
-196
1620
$205K ﹤0.01%
+3,040
1621
$203K ﹤0.01%
8,322
1622
$203K ﹤0.01%
18,990
+466
1623
$203K ﹤0.01%
+4,415
1624
$203K ﹤0.01%
1,810
-16
1625
$203K ﹤0.01%
25,965
+686
63 64
65
66 67