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
1626
$202K ﹤0.01%
+8,800
1627
$201K ﹤0.01%
22,216
-6,972
1628
$197K ﹤0.01%
24,862
-1,451
1629
$196K ﹤0.01%
13,045
1630
$190K ﹤0.01%
13,050
-2,200
1631
$185K ﹤0.01%
12,290
-1,726
1632
$179K ﹤0.01%
25,750
-734
1633
$179K ﹤0.01%
3,194
-174
1634
$177K ﹤0.01%
20,731
-2,754
1635
$176K ﹤0.01%
32,266
+1,307
1636
$173K ﹤0.01%
+12,494
1637
$168K ﹤0.01%
13,237
-252
1638
$167K ﹤0.01%
45,754
-8,660
1639
$167K ﹤0.01%
13,466
-487
1640
$157K ﹤0.01%
15,037
1641
$157K ﹤0.01%
12,758
-260
1642
$155K ﹤0.01%
18,586
-4,165
1643
$154K ﹤0.01%
30,413
1644
$142K ﹤0.01%
22,511
-950
1645
$142K ﹤0.01%
16,555
-111
1646
$141K ﹤0.01%
+13,277
1647
$140K ﹤0.01%
11,296
-2,000
1648
$136K ﹤0.01%
+16,641
1649
$136K ﹤0.01%
18,218
-1
1650
$135K ﹤0.01%
2,993
-260
64 65
66
67 68