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
1726
– –
-13,535
1727
– –
-14,144
1728
– –
-33,355
1729
– –
-43,010
1730
– –
-397
1731
– –
-7,535
1732
– –
-3,296
1733
– –
-25,128
1734
– –
-49,446
1735
– –
-12,357
1736
– –
-10,316
1737
– –
-8,217
1738
– –
-72,261
1739
– –
-14,169
1740
– –
-3,924
1741
– –
-14,122
1742
– –
-20,127
1743
– –
-14,000
1744
– –
-3,731
1745
– –
-3,541
1746
– –
-6,662
1747
– –
-15,000
1748
– –
-49,512
1749
– –
-65,585
1750
– –
-33,538
68 69
70
71 72