Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$53.3M
2
+$40.7M
3
+$32.8M
4
MSCI icon
MSCI
MSCI
+$29.2M
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
TSCO icon
Tractor Supply
TSCO
+$27.9M
5
SEDG icon
SolarEdge
SEDG
+$27.7M

Sector Composition

1 Technology 18.49%
2 Financials 11.84%
3 Industrials 11.18%
4 Healthcare 9.79%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$14.5K ﹤0.01%
+12,743
1702
$9.95K ﹤0.01%
30,600
1703
$9.6K ﹤0.01%
+10,000
1704
$8.56K ﹤0.01%
251
1705
$6.3K ﹤0.01%
1,000
1706
– –
-7,368
1707
– –
-14,553
1708
– –
-49,512
1709
– –
-15,494
1710
– –
-7,291
1711
– –
-4,576
1712
– –
-22,332
1713
– –
-5,714
1714
– –
-17,169
1715
– –
-25,478
1716
– –
-15,000
1717
– –
-65,585
1718
– –
-33,538
1719
– –
-10,423
1720
– –
-9,769
1721
– –
-10,058
1722
– –
-2,238
1723
– –
-106,965
1724
– –
-1,429
1725
– –
-3,003
67 68
69
70 71