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
1651
$134K ﹤0.01%
20,000
1652
$134K ﹤0.01%
15,007
-857
1653
$130K ﹤0.01%
10,316
-114
1654
$128K ﹤0.01%
18,163
1655
$125K ﹤0.01%
11,151
-1,325
1656
$124K ﹤0.01%
31,748
-322,805
1657
$119K ﹤0.01%
1,197
+76
1658
$118K ﹤0.01%
11,935
-78,556
1659
$117K ﹤0.01%
307,400
+170,000
1660
$114K ﹤0.01%
17,671
-703
1661
$112K ﹤0.01%
10,658
-750
1662
$109K ﹤0.01%
+13,249
1663
$107K ﹤0.01%
11,265
-233,947
1664
$107K ﹤0.01%
+10,029
1665
$106K ﹤0.01%
14,950
1666
$105K ﹤0.01%
+8,825
1667
$104K ﹤0.01%
11,581
1668
$104K ﹤0.01%
14,402
+798
1669
$103K ﹤0.01%
95,000
+1,126
1670
$97.3K ﹤0.01%
+14,626
1671
$94.1K ﹤0.01%
20,676
-1,578
1672
$90.3K ﹤0.01%
13,725
1673
$88.4K ﹤0.01%
11,050
-1,000
1674
$86.2K ﹤0.01%
10,478
-2,636
1675
$86.2K ﹤0.01%
23,047
-2,388
65 66
67
68 69