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
201
$36.9M 0.1%
1,582,336
+245,006
202
$36.5M 0.1%
1,189,085
-87,719
203
$36.1M 0.1%
358,017
+8,820
204
$36M 0.1%
74,414
+633
205
$35.7M 0.1%
379,989
-12,881
206
$35.7M 0.1%
110,183
-1,307
207
$35.6M 0.1%
456,432
+43,968
208
$35.4M 0.1%
170,235
-4,199
209
$35.2M 0.1%
423,367
+17,375
210
$35.1M 0.1%
465,805
-17,177
211
$35M 0.1%
139,405
-46
212
$34.9M 0.1%
439,714
-119,097
213
$34.9M 0.1%
62,392
-4,286
214
$34.8M 0.09%
648,881
+109,408
215
$33.9M 0.09%
612,622
+313,633
216
$33.6M 0.09%
126,966
+20,923
217
$33.5M 0.09%
606,280
-183,194
218
$33M 0.09%
211,214
-2,294
219
$32.6M 0.09%
442,632
-60,244
220
$32.5M 0.09%
707,109
+36,144
221
$32.1M 0.09%
426,477
-47,407
222
$32M 0.09%
425,666
-5,875
223
$30.7M 0.08%
256,232
-30,849
224
$30.5M 0.08%
1,242,942
+157,196
225
$30.3M 0.08%
59,265
-5,048
7 8
9
10 11