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
1676
$85.8K ﹤0.01%
10,214
-600
1677
$85.7K ﹤0.01%
+18,623
1678
$83K ﹤0.01%
13,887
-10,505
1679
$81.7K ﹤0.01%
38,162
1680
$81.3K ﹤0.01%
+10,437
1681
$80.1K ﹤0.01%
21,416
+918
1682
$79.2K ﹤0.01%
15,269
-291
1683
$77.5K ﹤0.01%
12,012
+1,206
1684
$77.2K ﹤0.01%
11,539
+1,023
1685
$76.1K ﹤0.01%
10,816
-5,000
1686
$70.2K ﹤0.01%
+115,984
1687
$54.6K ﹤0.01%
+11,815
1688
$44.7K ﹤0.01%
529
1689
$39.7K ﹤0.01%
+11,582
1690
$33.9K ﹤0.01%
250
1691
$32.2K ﹤0.01%
22,393
1692
$28.9K ﹤0.01%
+27,527
1693
$23.4K ﹤0.01%
12,658
1694
$21.1K ﹤0.01%
+300,994
1695
$20.6K ﹤0.01%
11,090
1696
$19.4K ﹤0.01%
11,950
1697
$18.9K ﹤0.01%
11,429
+689
1698
$18.5K ﹤0.01%
920
1699
$18.4K ﹤0.01%
15,847
-17,653
1700
$14.6K ﹤0.01%
22,250
+7,000
66 67
68
69 70