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
151
$58.3M 0.16%
248,287
-7,222
152
$58M 0.16%
365,029
+13,634
153
$57.8M 0.16%
158,094
+2,363
154
$57.7M 0.16%
407,382
-35,203
155
$57.3M 0.16%
224,069
+8,520
156
$57M 0.16%
535,896
+111,211
157
$57M 0.16%
590,341
+37,862
158
$56.1M 0.15%
1,132,500
-26,449
159
$55.9M 0.15%
339,939
+13,062
160
$55.4M 0.15%
302,352
+9,444
161
$54.7M 0.15%
471,355
+126,054
162
$54.6M 0.15%
1,535,020
+33,019
163
$54.5M 0.15%
133,171
+1,006
164
$54.3M 0.15%
1,082,566
+352,145
165
$53.2M 0.15%
805,210
+79,324
166
$51.5M 0.14%
383,688
+38,830
167
$51.4M 0.14%
897,254
-6,735
168
$51.3M 0.14%
477,746
-10,476
169
$51.2M 0.14%
1,096,048
+1,085,682
170
$50.9M 0.14%
531,907
+3,492
171
$50.2M 0.14%
568,322
-9,115
172
$50.1M 0.14%
427,506
+15,084
173
$49.8M 0.14%
239,453
-5,438
174
$49.4M 0.13%
321,275
-6,728
175
$49.4M 0.13%
466,444
+19,616
5 6
7
8 9