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
1751
– –
-11,659
1752
– –
-8,966
1753
– –
-228,078
1754
– –
-10,432
1755
– –
-14,020
1756
– –
-606,700
1757
– –
-8,675
1758
– –
-4,131
1759
– –
-1,605
1760
– –
-31,220
1761
– –
-9,169
1762
– –
-10,000
1763
– –
-7,291
1764
– –
-3,332
1765
– –
-2,082
1766
– –
-4,576
1767
– –
-48
1768
– –
-7,368
1769
– –
-11,426
1770
– –
-3,396
1771
– –
-1,630,672
1772
– –
-133,956
1773
– –
-38,468
1774
– –
-8,544
1775
– –
-918
68 69 70
71
72