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
176
$47.7M 0.13%
217,079
-7,143
177
$46.6M 0.13%
667,255
-149,248
178
$46M 0.13%
1,559,394
+122,812
179
$45.9M 0.13%
782,526
+110,849
180
$45.8M 0.12%
727,447
+61,797
181
$45.6M 0.12%
268,912
+758
182
$44.8M 0.12%
233,472
+2,976
183
$44.4M 0.12%
193,264
+43,603
184
$43.2M 0.12%
+604,954
185
$43.1M 0.12%
419,641
-5,104
186
$42.6M 0.12%
245,106
+1,518
187
$42.5M 0.12%
577,708
-92,118
188
$42M 0.11%
290,985
+9,006
189
$41.2M 0.11%
145,279
+1,799
190
$40.9M 0.11%
77
191
$40.7M 0.11%
554,873
+243,971
192
$40.7M 0.11%
373,227
+24,657
193
$39.9M 0.11%
198,055
+20,518
194
$39.7M 0.11%
185,648
+30,008
195
$38.5M 0.11%
779,543
+199,492
196
$38.5M 0.1%
241,958
+36,932
197
$38.1M 0.1%
641,593
-31,383
198
$37.9M 0.1%
186,955
+1,228
199
$37.6M 0.1%
73,794
+9,349
200
$37.3M 0.1%
646,005
-138,196
6 7
8
9 10